The clinic waiting area design includes functionality for customising your waiting area view, including searching for callers, customising your column view, sorting callers by any caller column and filtering by status.

Searching

Typing in a word or number will show any caller information that contain the key word or number typed in. This can help locate callers in busy clinics with many people waiting, being seen and on hold. When search has filtered out some callers you will be alerted in the grey bar below the search results. Remove the text or number you have entered in the Search box to see all callers.

Customisation

Video Call clinic members can customise their default waiting area view by selecting from the available Entry Field (column) options. They can also edit the order of the Entry Fields for their view. The default view for entry field columns for all clinic members is configured by the clinic administrator, however all members have the option to reorganise the view to suit their needs. All caller entry information can also be found in Activity and Edit Details by clicking on the 3 dots to the right of the caller's information. If you would like to edit or reorder the columns you see in in the waiting area for all callers, follow these steps:

Your clinic admin will set up the default columns team members will see in the Waiting Area for each caller. In this example we can see Caller name, Participants, Phone number, Email address, Patient notes and Name of Doctor (there are many columns so Patient Age is not showing due to space on the device). Users can click on the pen icon to edit the default view for your account, if desired. This edit function is optional and allows you flexibility regarding the clinic waiting area view you prefer.
Once you click the pen icon, all Entry Fields will show. Some may be currently selected, depending on the default columns set for the clinic. Users can edit which columns they would like to view in the caller information, by selecting the desired columns and then clicking Save. Only the ticked columns will show in the user's view. This can help if the view has a lot of columns selected and is crowded. The columns can also be rearranged by clicking the up and down arrows shown in this example. Click Save to save the edits to your view.
Now the user only sees the columns selected in the above example. Email Address and Patient Age will no longer show in this view, however it can be edited at any time. Remember that all patient entry fields can be viewed by clicking on the 3 dots to the right of the caller card and selecting either Activity or Edit Details.  Users can decide which fields they would like to view as a column and which ones they are happy to view in either of these sections inside the 3 dots.
Re-ordering Entry Fields (columns) The up and down arrows next to each Entry Field allows users to reorder the columns for their view, so they can customise to suit their needs. The Columns will show in the Waiting Area in the order that has been saved by the user. Remember that this will not affect any other team members, as it is an individual user's editing and viewing option.

Sorting

Callers can be sorted by clicking on the arrow next to the columns you have in your waiting area view. All columns have a sort option and this can help you find what you need quickly and easily, even in a busy clinic waiting area. You can sort by any available column in your clinic, for example:

Status	Sorts by the duration the call has been active for
Caller Name	Caller name sorts in alphabetical order. Here is an example:
Participants	Sorts callers by how many participants are in the call
Phone number	Sorts by number

Filtering
 

You can filter by status type, time and by any Entry Fields that have been set as filterable by your clinic admin, to help navigate the list of callers in the waiting area. 

Please note: any filters you apply are only for your account. They will not affect the view of other team members. Filters applied will not persist once you sign out.

Click on the Filters button next to the Search bar to filter by status or Entry Field and select the desired option/s. In the dropdown you will see filtering options, with enhanced functionality for filtering by time waiting, on hold and being seen, as well as by the information in any of the Entry Fields (columns) for the clinic.
To filter out a status completely, click on the X in the desired status button under the Search bar. This will filter out all callers with that status.  Filters can be reset to the defaults by clicking on the Defaults button, inside the Filters menu.
If you add a duration to a filter, you will see this reflected in the relevant status button below the Search bar.  In this example, the filter is showing all callers in Waiting Status that have been waiting for more than 5 mins, as indicated in the highlighted status box.
In this example we have filtered out any callers with Being Seen status, by clicking the X in the Being Seen box and removing it from view (as shown highlighted in red). A grey box below the caller information alerts you if any callers are currently filtered out. Filters can be reset by clicking on the Filters dropdown and clicking on the Reset Filters.
To filter by any of the information in the columns available in your clinic, click on Filter and you will see the fields/columns available for filtering. Add a keyword to filter by under the column heading and then click on Filter at the bottom. In this example we are filtering to show only patients who have entered Joel as the doctor's name ( image 1), therefore we are only seeing that doctor's patients displayed (image 2).	Image 1Image 2

Go to Waiting Area overview page