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Role guide

Front desk guide

Registers patients, books and checks them in, runs the tokens, takes payments and answers enquiries at the counter.

The demo opens as Rahul Verma, with invented patients. Registrations, check-ins, tokens and the bill at the end of the visit.
  • Nobody waits at the counter to be registered
  • Every appointment is booked into a real slot
  • No bill leaves the building unpaid by mistake
  • Every enquiry gets a call back
Your front door

Where the front desk lands

Signing in as a front desk opens Front desk first. The sidebar keeps the screens below one click away; what you can open is whatever your practice’s role for you allows.

  • Front desk /home/front-deskArrivals, tokens, today’s diary and payments at the desk
  • Patient queue /todayRun the day’s patient queue with tokens
  • Patients /patientsRegister patients and find their records
  • Appointments /calendarBook and manage appointments
  • Tokens /tokensShow now-serving tokens on a waiting-room screen
  • Day close /dayClose the day’s cash, cards and UPI against what was billed
  • Enquiries /leadsTurn enquiries into booked consultations
  • No-show Radar /noshowSpot likely no-shows and refill their slots
Everyday apps

Apps a front desk uses

SlotGridBook and manage appointmentsTokenBoardShow now-serving tokens on a waiting-room screenLeadDeskTurn enquiries into booked consultationsNoShowRadarSpot likely no-shows and refill their slotsQueueFlowRun the day’s patient queue with tokensPatient RegistryRegister patients and find their recordsBillDeskMake bills, take payments, give refundsSelfCheckLet patients check in from their own phone with the QR at the doorWaitWiseSend waiting patients live updates on WhatsApp: delays, you’re next, the doctor is readySpecialistFinderLet patients find the right doctor here by symptom, speciality or languageCertificateDeskPrepare medical, fitness and leave certificates for the doctor to signOnline BookingLet patients book real slots from your website
Rain

What to ask Rain

Rain is the assistant in every screen, by voice or text. These are requests the assistant is taught for this role. It reads only what you may read, and anything that changes a record comes back as a card you confirm.

  • “Book Ramesh Kumar with Dr Rao tomorrow at 10”
  • “Open the appointment diary”
  • “Who is still to arrive today?”
  • “How many patients are waiting right now?”
  • “Close the cash for today”
  • “Which bills are still unpaid today?”
  • “Make the bill for Ramesh Kumar’s visit”
  • “Anita Desai paid 800 by UPI against her bill”
  • “Naya patient register karo, naam Rakesh Yadav, umar 50”
  • “Kal subah dus baje Dr Mehta ke saath appointment book karo”
  • “Abhi kitne log wait kar rahe hain?”

What Rain prepares for a front desk to confirm: book an appointment for a patient with a clinician; create a to-do for yourself, a colleague or a team; move an admitted patient to another bed; register a new patient; order lab tests for a patient; admit a patient to a free bed; draft the bill for a patient’s closed visit (not finalised); mark a patient’s lab sample as collected; record a scanned dose as given on the eMAR; complete a dispense already made up for a patient; record a payment against a patient’s bill; report a safety incident for the quality team to review; mark one of your to-dos (or your team’s) done; ask for a porter (a transfer, a sample run, equipment or a pharmacy run); issue a visitor pass for an in-patient’s visitor; reject a sample: cancel its test with the reason, to be collected again; receive a sample at the lab from a courier manifest; issue a ward’s submitted indent from the store (what is still owed); refuse a ward’s submitted indent, with the reason; record stock used from a ward or room’s shelf; move a patient’s imaging worklist entry (arrived, started, completed or discontinued); check a patient in for today’s appointment (opens the visit and the queue token); cancel a patient’s upcoming appointment, with the reason; move a patient’s upcoming appointment to another time with the same clinician; mark a patient who did not come for today’s appointment as a no-show; call the next waiting token (or a named one) to a room; skip a token that did not answer the call; log a new enquiry (lead) with a name and phone number; mark an enquiry as contacted, with what was said; log a complaint (grievance) as the person made it; raise a refund request against a patient’s payment (approved by someone else); make a price quote (estimate) for a patient from the clinic’s price list; take an advance deposit against an in-patient’s stay; approve a colleague’s leave request; refuse a colleague’s leave request, with a note; put in a leave request for yourself or a colleague on the staff desk; approve a colleague’s petty-cash expense claim; reject a colleague’s expense claim, with the reason; approve a request waiting on the maker-checker queue (a discount, a purchase, a write-off); reject a request waiting on the maker-checker queue, with the reason; approve a matched vendor invoice for payment; approve or decline an on-call swap someone asked for; take a bed-cleaning (turnover) job; finish cleaning a bed you took (the checklist, and anything not done); raise a maintenance ticket on a piece of equipment; start work on a maintenance ticket assigned to you; resolve a maintenance ticket you are working on, with the work done; close an action from a facility round as done; log a weighed bag of biomedical waste by colour category; log a patient a referring doctor sent in; acknowledge a referral to the doctor who sent it; move an ambulance run to its next step (dispatched, on scene, transporting, arrived, closed); send a patient their signed lab report, as the PDF; send a patient their discharge summary, as the PDF; send a patient their signed certificate, as the PDF.

Say “Brief me” for a spoken summary of your day. More in the Rain guide and on what each role says.

More roles

Other role guides

Next: Ward nurse →