Modules and workflows
Guides for each part of Keel your team uses every day, from the waiting room to the signed note.
Today
One doctor's day: the queue, sittings and who's next
guideUnderstand Doctor's DayFind your way around Today, the page Keel opens on, which shows one doctor's day, queue and who's next.guideStart a sittingPress I'm here on Today when you arrive, so the desk knows you're in and can start sending patients in.guideCheck in a patientMark a booked patient as arrived, so they join the doctor's waiting line and get a token.guideWork through the waiting roomSee who is waiting for each doctor, how long they've waited, and clear anyone who left without being seen.guideUnderstand queue and appointment statusKnow what each appointment and queue status means, from Scheduled to Done, and what the token and wait show.guideEnd a sittingEnd your sitting when you leave, so the desk stops sending patients in, and decide what happens to anyone still waiting.guideUndo an accidental sitting endReopen a sitting you ended by mistake, within 10 minutes, and bring your waiting patients back into your line.
Appointments
Book, move and cancel visits
guideBook an appointmentBook a patient with a doctor at a set time, add the services and check the visit is saved.guideBook a walk-in or remote consultation where supportedBook a patient who is at the desk now, or mark a booking as a video visit, and know what each option does.guideReschedule an appointmentMove a booked appointment to a new date and time with the same doctor, and check it moved.guideCancel an appointmentCancel a visit that won't happen, see what happens to its bill and reminders, and check it's cancelled.guideConfirm an agent-created bookingCheck that a booking, move or cancellation an agent told a patient about really exists in Keel.
Inbox
WhatsApp conversations and handed-over callers
guideFind conversations in InboxFind the WhatsApp conversations and handed-over callers that need a person, and see who is handling each one.guideWork through handed-over messagesCall back the callers the assistant handed to the front desk, oldest first, and make the change they asked for.guideMark a handed-over item done or undo itTake a handed-over caller out of Waiting once you've dealt with them, or undo it straight away if you clicked by mistake.guideAssign a conversationMake one teammate responsible for a WhatsApp conversation, so it shows in their Mine tab.guideReply as a personTake a WhatsApp conversation over from the assistant and write to the patient yourself.guideReturn a conversation to the agentHand a WhatsApp conversation back to the assistant, close it, or as the Owner take it back from a teammate who is away.guideAdd a private noteLeave a team-only internal note on a WhatsApp conversation. The patient never sees it.guideLink the correct patientConnect a WhatsApp conversation to the right patient record, or correct a wrong link, so Inbox shows their visits and appointments.
Front desk
The WhatsApp and phone agents, and what they handle
guideWhat the WhatsApp agent can handleWhat the WhatsApp agent does when patients message your clinic, what it passes to your team, and what it can't do yet.guidePrepare WhatsApp setupGet your clinic ready for the WhatsApp agent, follow the WhatsApp step in Setup, and check the first conversation arrives.guideUnderstand agent replies and actionsRead a WhatsApp conversation in Inbox and tell which agent replies mean something was booked, handed over or flagged for you.guideKnow when a person must take overThe situations where the WhatsApp agent needs a person, where each one shows up in Inbox, and how to step in and hand back.guideConfirm a booking from a conversationCheck that a booking a patient made with the WhatsApp agent was really saved, and what to do when it wasn't.guideRecognise a returning patientHow the WhatsApp agent knows a patient from their number, and how to keep that match right in Keel.
Scribe
Record a consultation and get a draft note
guidePrepare the room and microphoneSet up your browser, microphone and room so the scribe hears the whole consultation.guideRecord consentConfirm on screen that the patient gave verbal consent before the scribe records the visit.guideRecord your first consultationOpen Scribe, choose the patient, confirm consent, record the visit and end it to get a draft note.guideStop recordingPause the scribe for a private moment, or end the consult to stop recording and get the draft note.guideUnderstand capture, upload and draft processingWhat happens to a recording from the first word to the draft note, and what each status on screen means.guideHandle incomplete or incorrect speaker attributionUnderstand how the scribe decides who said what, and correct the note when it gets a speaker wrong.guideWithdraw audio consent and check cleanupWhen a patient asks to stop mid-consultation, stop and delete the recording, then check what was deleted.
Consultations
Write, review, sign and correct notes
guideReview a generated noteCheck and correct the scribe's draft note, box by box, before you sign it.guideSign a noteSign your own consultation note in one click, after you've reviewed it.guideUnderstand saving, signed state and record historyKnow when your note is saved, what signing locks, and how corrections are kept in the record.guideCorrect a signed noteFix a mistake in a signed note, or in the prescription made from it, by signing a correction. The original stays in the record.guideSet up and end sign-off delegationLet another prescriber sign your notes for set dates while you're away, and end it early if you need to.guideUse a backup signer where supportedSign another doctor's note as the Owner's backup, or as their cover, with a reason.