Watch this video for a quick overview.
Let's delve into the Appointments section within the Patient Overview.
- Select the Patient using the Global Search bar.
- Click Appts.
- Select Appointments. OR
An alternative way to view an intended patient's appointments from the Scheduler.
- Navigate to the Scheduler.
- Right-click on the intended patient's Appointment slot.
- Click View All Appointments.
- The Patient Information is displayed at the top of the page.
- The Recalls Pending displays the total of pending recall procedures which includes account members, if any.
- The Show current patient’s appointments only checkbox is checked by default, thus displaying only the selected patient's appointments.
- Uncheck it to view all the appointments, including those of family members.
- You can find the count of Appointments under different statuses such as:
- Checked Out
- Scheduled
- Other Statuses
Other Appointment Types include:
- No Show
- Cancelled by Patient
- Cancelled by Practice
- Rescheduled
- Utilize the filters such as Appt. Date (Appointment Date), Patient, Provider, Location, Operatory, Prod.Type (Production Type), Reason, and Status to narrow down the appointments based on your preferences.
| Tip: Use the angle brackets on the bottom to easily navigate through the list. |
Practices can utilize this concise guide as a handy reference for understanding appointments within the Patient Overview.