The Whiteboard must be enabled within your 'Clinic Settings' to be used. Follow these steps to enable it for your clinic.

The Whiteboard is a tool that allows you to see the ordered treatments in your clinic. This includes STAT, Scheduled, and PRN treatments for all patients currently checked in with an Active SOAP.

Administer Treatments

There are two ways to administer treatments from the Whiteboard.

  1. On the main view of the Whiteboard, selecting the corresponding colored block will open a pop up, where you can stop the treatment, administer the treatment, navigate to the SOAP, or add a Note.

    1. Selecting a Scheduled treatment will also allow you to Postpone the treatment.

  2. Selecting a patient will show all treatments pertaining to that specific patient. Selecting the corresponding colored block will open a pop up, where you can stop the treatment, administer the treatment, postpone the treatment (for Scheduled treatments), or add a Note.

    1. To navigate to the SOAP, just click the patient information at the top

Note: If a treatment is overdue, there will be a red box in the column to the right of the PRN column.

Filtering Your Whiteboard

Note: in order to do part of this, you'll need to assign users to SOAPs. Here's how to do that.

Depending on the number of patients you have in your practice, your Whiteboard can feel a bit overwhelming. To make things a bit more personalized (and easier to digest), you can filter the view in the whiteboard by "Due Now", Location, and treatments "Assigned to Me".

  • If you navigate away from the current time to see future/past due treatments, you can click the "Due Now" button to come back to the current time.

  • "Assigned to Me" will only show the treatments that are assigned to the user who is logged in.

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