Understanding the Lobby Status Tab

Understanding the Lobby Status Tab

Accessing the Lobby Status Tab

The Lobby Status tab displays all enrollees in your entity who have checked in to your office. The six sub tabs noted on the Lobby Status tab displays those enrollee's according to the stage of the check in process they are in. This tab allows front office staff and officers (users) to assist enrollee's in the lobby who are waiting to be seen. 

To access this tab, go to the main navigational menu and select the Lobby Status tab.

Show Filter Options 

In order to select the proper entity and/or enrollee, select the "Show Filters" button.
Here’s a structured list of filter options for the Lobby Status platform:
  1. Entity
  2. Enrollee
  3. Internal ID
  4. Office
  5. Checked-In/Checked-Out dates
  6. Assigned Officer

Understanding the Lobby Status Sub Tabs

Info
Please refer to the article here for details on how the office check-in process looks for the enrollee.
  1. Ready - Enrollee has completed the check in process and is ready to be seen.
    1. The assigned officer will be notified once the enrollee is ready to be seen.
    2. The facial photo taken during the enrollee's check-in will be displayed.
    3. Enrollees under the "Ready" tab can be filtered by selecting the "Type
      " box and typing in the check-in type.
    4. If an enrollee checks-in and also has a scheduled appointment for that day, it will display in at the end of the row with a hyperlink. By clicking the hyperlink, a pop-up will display the appointment details for that event. 
    5. Notes
      Not valid for new enrollees
  2. Pending - Enrollee has completed the facial photo but has not yet answered the questions.
  3. Complete - Enrollee has checked in, been seen by their officer, and checked out by one of the four check out options.
    1. If the enrollee was scheduled for an appointment on the same day as their office check-in, it will also display in the completed tab.
    2. Check-Out Options
      1. Leaving the office
        1. Note - Enrollees can check-out even if they have left the zone in cases where their mobile device was off when they exited the zone.
      2. Selecting the check out button by clicking "Office Visit" within the EnrolleeApp.
      3. The officer (user) can manually mark check-ins as completed by selecting the check mark noted on the ready and pending tabs. The status will show "Manually Completed by (user name)".
      4. A process runs at 12 AM every night to automatically mark any check-ins that are left lingering as complete. The status will show "Manually Completed by Automated".
  4. Incomplete - Enrollee completed the facial verification but did not complete the questions and left the office.
  5. Proximity - Enrollee entered the zone or was in the immediate proximity of the office but did not initiate the check-in process.
    1. Ex - Passing through the GeoZone, dropping off items, or another person at the office.
  6. Intake Forms - The intake form that all new enrollees fill out will be displayed here. (To have intake forms added to your entity for ShadowVisit use, send a copy of the intake form to support@shadowtrack.com.)
    1. There are two sub tabs within Intake Forms, "New" and "Processed".
    2. Intake Forms under the "New" tab displays all forms that have yet to be added into the system. Once the form has been added into the system by an officer (user), selecting the "Processed" button will move the form into the "Processed" tab. This allows the user the to see which forms have been input, and which still need to be added. This is to help provide organization and clear separation for the officers (users).
    3. Two additional tabs have been added within the Intake Form. "Re-entry Needs", which allows enrollees to select needs for assistance in support such as housing, basic needs, medical, etc. "Additional Questions" has also been added into the Intake Form to provide requests for additional information that may be specific to each district. These questions can only be added by Sysadmin users, and you can request additional questions to be added by emailing support@shadowtrack.com
    4. Forms that have been processed can be reversed in the event of a error, however only Sysadmins have this capability. If a form needs to be "Unprocessed" for any reason, please send a support ticket to support@shadowtrack.com, and someone from our Customer Support team will be happy to assist. 
    5. You can export and print the intake form from this tab as well.

    Check-In Details

    Enrollees will be displayed under each tab. Double-clicking any blank space in the row of the enrollee's name will display Check-In details. 
    1. Check-In details can include captured photo as well as interview questions and answers.

    Alert
    An address must be configured in the entity's settings as well as a radius in order for ShadowVisit to allow for Office Visit check-ins. Without an address and radius entered in the entity's settings, the Office Visit button within the EnrolleeApp will not be visible for the enrollee.
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