The Flowboard

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The Flowboard shows today’s outpatient work on one screen. Every patient who is booked, has arrived, is being seen or is waiting to pay appears in the matching column. You run the day by moving patients between those columns.

The Flowboard is not a separate tracker kept alongside the records. The columns correspond to the visit’s own statuses, so moving a patient here also updates the visit record. See Record a visit.

Where to Find This Section

Flowboard in the left menu.

The Columns

Flowboard

Today's Appointments

Checked In

In Progress

In Review

Completed Today

Column	What is in it
Today's Appointments	Booked for today and not yet arrived. These are appointments, not visits; no visit record exists yet
Checked In	Arrived. The visit now exists
In Progress	Being seen
In Review	Waiting on a result or a second opinion
Completed Today	Finished today

Only the first column behaves differently: it holds appointments. From the second column onwards, every card is a visit record with a status.

Moving a Patient

Drag the card to the next column and the visit’s status changes with it. That is the only step required; there is no separate save and no second place to update afterwards.

Because the columns correspond to the visit statuses, you can make the same change from inside the visit. Either way, the board and the record show the same thing.

Starting Work From the Board

Two actions sit on the board itself, so the front desk does not have to leave the screen:

Patient Check-in: checks a patient in and creates the visit record.
New Appointment: books a client who has just walked in or phoned.

Finding a Patient

The search box accepts either the client or the patient: Search by customer or patient info.

Filters

You can narrow the board with four filters:

Staff
Veterinarian
Visit type
Which columns are shown at all

Clear resets all of them.