📝 Overview
Triage allows you to assign a color-coded priority level to patients at check-in, giving your staff an at-a-glance view of which patients need the most immediate attention. Each appointment can be assigned one of five Triage labels, which display on the Census and Treatment Board to help your team quickly identify and prioritize patient care.
Triage Labels:
⬜ White – Routine (Default)
⬛ Black – Deceased/Euthanize
🟢 Green – Minor
🟡 Yellow – Urgent
🔴 Red – Immediate
✅ Assigning a Triage Label at Check-In
Click on an appointment to begin the check-in process
In the check-in form, locate the Triage field
Select the appropriate Triage label. If no change is needed, this field defaults to Routine.
Continue checking in the patient as normal after reviewing the remaining fields.
💡 To edit the Triage label on an already checked-in appointment, click the appointment and then select the pen/paper icon next to the current Triage label. For more information about the check-in process, click the button below.
🔍 Viewing & Editing the Triage Label from the Census
The Census displays the color-coded Triage label for each appointment in the Triage column, alongside the current patient status. You can:
Sort appointments by Triage priority by clicking the Triage column header
Edit the Triage label directly from the Census by clicking the pen/paper icon next to the label
💡 For more information about working with the Census view, Click the button below.
🔍 Viewing & Editing the Triage Label from the Treatment Board
If a patient is admitted at check-in, the assigned Triage label will appear on the Treatment Board next to the patient's name. To update it:
Hover over the current Triage status on the Treatment Board
Click the status to open the selection
Choose the new Triage label
Click the green checkmark to save, or the red X to cancel without saving
💡 The Triage label can also be updated when admitting a patient directly from the Treatment Board or when starting treatment for a specific patient — both options include a Triage field in the form. For more information about working with the Treatment Board, click the button below.
❓ Frequently Asked Questions (FAQs)
Find answers to common questions or additional details that may not be covered in the main instructions.
Can I change the Triage label after a patient has already been checked in?
Click the arrow to see the answer
Yes. Click the appointment and select the pen/paper icon next to the current Triage label to update it at any time.
Where does the Triage label appear?
The Triage label appears in the Triage column on the Census and next to the patient's name on the Treatment Board (if the patient has been admitted).
What is the default Triage label assigned to new appointments?
New appointments default to White – Routine, which reflects the label All routine, no injury or illness.
Can I sort patients by Triage priority on the Census?
Yes. Click the Triage column header on the Census to sort appointments by priority level.