View Bookings Through the EMR Board

1. Upon logging into the DigiMEDSPA Portal, the user will automatically land on the EMR Board, the default landing screen, displaying the list of all bookings for the current date.
   
2. Use various filters available to quickly and easily locate specific bookings in the EMR Board.
   1. Click the calendar icon next to the date filter and select the desired date to view bookings for that day.
      Note: You can also use the "Prev" or "Next" buttons on the date filter to navigate to a previous or upcoming date.
   2. Select a location from the dropdown menu to view bookings specific to that location.
      
   3. Select a provider from the dropdown menu to view bookings specific to that provider.
      
   4. Enter the booker's name (the patient who booked the appointment) to filter and view appointments specific to that patient.
      Note: To return to the original EMR Board screen, click the Reset All Filters button to remove any applied filters.

Update the Booking Statuses Through the EMR Board

3. Click “Next” on the booking for which the patient has checked in to update its status to Check-In.
   
4. Enter the Check-In Time and Note (if any) in the Check-In Details form. Once done, click “Save Changes”.
   
5. Click the “Next” button to update the booking status as it progresses through its stages: Booking, Check-In, In Procedure, Billing, and Check-Out. Update each status directly from the EMR Board based on the booking's current stage.
   Note: “Bookings” represents a confirmed appointment scheduled for a specific date, time, service, and provider. “Check-In” indicates that the patient has arrived at the Med SPA and has checked in for their appointment. “In Procedure” (Cosmetic or Health) marks the stage where the patient is undergoing their scheduled treatment or consultation. “Billing” denotes the phase where payment is being processed for the services provided during the appointment. “Check-Out” is the final status indicating that the appointment has been completed, and the patient has successfully completed their visit.

Update Patient Statuses Through the EMR Board

6. Hover over the patient status next to the patient's name to reveal a dropdown menu. From the menu, select the appropriate status for the patient.
   Note: "Confirmed" means that the patient has acknowledged and verified their scheduled appointment. This status indicates that the appointment is set to proceed as planned, with no further confirmation needed. “Waitlist” represents a patient who is on a waiting list for an appointment. This status is often used when the desired time slot is unavailable, and the patient is waiting for an opening. “No Show” denotes that the patient did not arrive for their scheduled appointment without prior cancellation or rescheduling. “Cancelled” indicates that the appointment has been canceled by the patient before the scheduled time.

Check Provider’s Schedules and Availability Through EMR Board

7. Enable the Calendar View option by clicking the toggle button in front of it to switch to a calendar format.
   
8. All providers listed in the portal will be displayed, along with the percentage of their booked time slots for the day. You can also view their appointments in the calendar format, with the duration of each appointment clearly given.
   Note: To view the details of an appointment, including the patient name, location, and service, hover over the appointment's duration on the calendar.
9. To view a provider's availability, hover over the provider's name. Their available days, time slots, and locations will be displayed, indicating where and when the provider is available.
   Note: A provider's schedule or availability details cannot be edited directly from the EMR Board. These can only be modified in the “Providers” Module. For more information, refer to our "Add / Edit / Delete Provider Schedule" user guide.