Get started at the front desk

At the front desk you register patients, keep the calendar, contact patients and make sure open work has an owner. Salisan gives you the Secretary role for this. It reaches every patient and every calendar, and it keeps clinical records closed, so you can coordinate care without reading or writing findings.

Your first week

1. Accept your invitation and finish your profile, then set up two-factor protection. See Join your practice and Account and security. About 10 minutes.
2. Learn the sidebar, Home and search. See Find your way around. About 10 minutes.
3. Search for a patient before you register one. If none matches, choose New patient in Patients, enter the essentials and check any Possible match already in this practice warning. See Patients. About 10 minutes.
4. Add the treating clinician to the patient's care team with Assign, because a patient you create starts with no care team. See Roles and access. About 5 minutes.
5. Book an appointment with New → Appointment in the patient bar. Check the people, time and place, then choose Book. See Appointments. About 10 minutes.
6. Send the patient a form with Send to patient in Requests, and follow up when it is still waiting. See Patient forms and requests. About 10 minutes.
7. Write an email from the patient's Emails page and check its delivery. See Patient messages. About 10 minutes.
8. Open Tasks, choose All or Unassigned, and assign open work to the right colleague. See Tasks. About 10 minutes.

What you can and can't do

With the Secretary role you can:

• Create patients, edit any patient's details and assign clinicians to patients.
• Read and manage every colleague's calendar.
• Read all patient communication and send email, forms and requests.
• Create tasks, assign them and see all tasks.
• Read shared documents, create documents and use templates and the content library.
• View Insights and use the Agent.

You can't:

• Read or write clinical records. The Visits and Care plans pages do not appear in a patient's record for you, and you cannot start or sign a visit.
• Be added to a patient's care team. Care teams hold clinicians.
• Invite people, change roles or teams, change practice settings or manage billing.
• Create or publish templates.

You can send a form that you cannot read the answers to. Hand the answers to a clinician with access. A sent request or a queued email does not prove the patient received or answered it, so check Requests and Emails for the status. See Roles and access.

Keep learning

Continue with the Front desk essentials course in Learn. Start with its first lesson on patients, or see the Learn overview.