Agent / Clinician Portal - Screen Overview

Dashboard Tab

The Dashboard is the first screen presented after login. Content within the tiles varies by role, features used, and activity. You can see the services you're assigned to, whether waiting rooms or scheduled calls, and navigate directly to them using the directional arrow on the right.

If a caller/patient is waiting in a room, this is clearly indicated in the waiting room tile, including how long they've been waiting. The same applies to scheduled appointments, select the directional arrow to go straight to your scheduled consultations.

SQOD displays only today's scheduled calls on the Dashboard. To view future bookings, head to the Schedule tab and select the relevant date from the calendar.

Schedule Tab

All roles on the platform allow an agent/clinician to schedule appointments. Once the Schedule tab is open, you can view existing scheduled calls or create a new one.

Each role allows an agent or clinician to schedule appointments. In the schedule tab you can view existing calls or create a new one.

To schedule a new call, select the green 'Schedule a New Call' button and complete the following details:

•        The department the call should sit within

•        Call date, time, and duration

•        Whether an interpreter is required, and if so, the language

Followed by caller/patient details:

•        Full name

•        Phone number

•        Email address

•        Date of birth

Select Create. The appointment is confirmed and an invitation with the meeting link is sent to the caller/patient by email and/or SMS.

Note: caller/patient entry fields can be customised by an organisation depending on their requirements.

Waiting Rooms Tab

To create a waiting room, an administrative role is required.

Agents or clinicians can view assigned rooms from the dashboard. Department administrators can view all rooms in a department and customer administrators can view rooms across the organisation.

To manage callers or patients, hover over a room and select the relevant icon to:

• view people waiting
• send a message
• invite a caller or patient

Administrators can also edit or delete rooms from this screen.

Reporting Tab

The reporting tab is used to view and analyse consultation activity across scheduled calls and waiting rooms.

You can:

• choose a date range
• filter consultation types
• view by department or organisation

Reports can be exported as a .CSV file for further manipulation.

End.