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Flow Page Preferences

Customize the flow page. Refer to the Flow page for Flow Trigger meanings.

These settings are available to toggle on or off.

  • Show a completed column of appointments that day

  • Enable Texting of CalProEngine Survey: a third-party integration

  • Show icon if the client used self-check-in.

  • Show icon indicating whether or not the client was sent a summary of the encounter.

  • Show icon indicating whether or not the rDVM was sent a summary of the encounter.

  • Show icon if missing required client fields.

  • Show icon if an account has a balance due or is in collections.

  • Show icon if the client's email is verified.

  • Enable contagion risk icon

  • Show the encounter provider on the flow page instead of the appointment provider

  • Audible Notification on the flow page when a client indicates they have arrived.

  • Enable moving appointment cards into the checked-in column once a client has completed self-check-in

  • Leave appointments in Checking Out after payment (default is to move them to Completed)

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