Using the Appointment Queues Tab
The Appointment Queues tab shows a list of students checked in for their appointments (including virtual check-ins), students in your queue, and students in other queues. This tab is helpful when managing drop in appointments or monitoring appointment progress.
Notification Methods
Staff can set how they want to be notified when a student checks in on the platform. By default, Ding is selected, but if either Email or Text Message are checked, the option offers staff-level customization that would make it so that a virtual check-in for a drop-in appointment could also flag the staff user via email/text.
Students Checked in for Appointments
Students appear in this table if staff have a scheduled appointment with them and the student has checked in for that appointment.
The Actions for this table include the following:
- Start Appointment- Choosing this option opens the Appointment Summary report and moves student to the In-Progress Visits queue You should send a message to a student when you start the appointment if it is a remote/virtual appointment
- Send Message- Sends a message to the student
- Check Out- Checks the student out
- Remove- Removes student check-in and check-in data from the platform
Students Checked in for Drop-Ins with Me
Students appear in this table if staff have drop-in availability and the student has checked in to visit with either First Available or with this staff person specifically for a drop-in visit. Students will only appear in this table if they checked in for a drop-in that matches the Care Unit, Location, and Service of the drop-in availability.
Yes or No in the First Available column to indicates if the drop-in is for this staff specifically or the first available staff member.
The Actions for this table include the following:
- Start Appointment - Opens an Appointment Summary report and moves student to the In-Progress Visits queue
- Not Attended To- Removes the student from the queue but holds the check-in time. This is used if the student left or you ran out of time for drop-ins
- Move to First Available- Moves the student from your staff-specific queue to the First Available Queue and notifies other staff users that the student has been added to their queue
- Send Message- Sends message to student
- Check Out- Checks student out of the appointment
- Remove- Removes check in and data from check in time from the platform
In-Progress Visits
Students appear in this queue when an appointment is started from either the Students Checked In For Appointments or Students Checked In For Drop-Ins With Me queues. While a student is in the In-Progress queue, they can only be checked out from this queue or the In-Progress queue in Appointment Center. Staff can also start the Appointment Summary report and choose Save and Check Out.
Note: If staff starts an appointment and populates the Appointment Summary and then minimize or closes the Appointment Summary report, the student remains in the In-Progress Visits queue until they go back and select Add Appointment Summary to finish the visit.
The Actions for this table include the following:
- Send Message to Attendee- Sends message to the student
- View Appointment Details- Lets you see appointment information, if this is a scheduled appointment
- Move Back to Queue- Moves the student back to the initial state of the visit. This means the student returns to Drop-In queues for specific staff, the First Available queue, or the Checked In for an Appointment queue
- Add Appointment Summary- Opens an Appointment Summary report so you can fill out the report for the appointment you started
Students in Other Staff Queues
Students will appear in this table if they have availability that day at a Location for a Care Unit and a student has dropped in for another staff user at that same location. Please note, students will appear in this table regardless of which Service they dropped in for.
The Actions for this table include the following:
- Start Appointment - Opens an Appointment Summary report and moves student to the In-Progress Visits queue
- Not Attended To- Removes the student from the queue but holds the check-in time. This is used if the student left or you ran out of time for drop-ins
- Send Message- Sends message to student
- Remove- Removes check in and data from check in time from the platform
Students Checked in for Track Time
Students appear in this table if they have checked in for a service that has been specified for Track Time at a particular location (requires student to check in and out of the location). No staff are identified in this table.
The Actions for this table include the following:
- Send Message- Sends message to student
- Check Out- Checks student out of the appointment