📝 Overview
Treatment Areas help identify the specific table or room where a patient is currently being seen or has been assigned for their visit. This feature can be used independently or alongside the Calling Module, which audibly calls patients to the correct area. We will cover the Calling Module in a future lesson, but for now, please create all necessary treatment areas.
1. Access Treatment Areas
Navigate to your Live Location, Settings, Initial Setup, Treatment Areas.
2. Create an Treatment Area
Click Add Area
Fill in the following details:
Name - The name of the treatment area.
Phonetical Name (Optional) - Used by the Calling Module to correctly pronounce the area name.
Order Number - Determines the order in which the treatment areas appear on the Flow tab.
Click Submit to save.
Repeat for any additional treatment areas
3. Managing Treatment Areas
Treatment Areas can also be set up through the Calling Module.
To do this:
Navigate to the Calling Module Tab (located to the left side of your calendar).
Enable Calling.
Click Create Area to add new treatment areas directly from this screen.
Drag and drop to reorder treatment areas within the Calling Module.
Deleting a Treatment Area
To delete a treatment area, click the Delete button.
A confirmation message will appear asking you to verify that you want to delete the treatment area.
If the treatment area was mapped with the calling module, it will prompt you to remap the appointments that were previously mapped.
Notes
Treatment Areas can be created for exam rooms, treatment tables, X-ray rooms, or any area where patients receive care
If using the Calling Module, ensure that Phonetical Names are entered correctly for accurate patient callouts.
✅ Key Takeaways
Treatment Areas identify where a patient is during their visit
Areas can be created under Settings > Initial Setup > Treatment Areas
Use Phonetical Names for correct pronunciation if using the Calling Module
Treatment Areas can be reordered and managed in the Calling Module
Areas can represent tables, rooms, or any care space
📌 Conclusion
Setting up Treatment Areas ensures accurate tracking of patient locations throughout your clinic. This feature streamlines workflow, especially when combined with the Calling Module for seamless patient flow and communication.