Patient Appointment Panel on the Patient Dashboard
Patient Appointment Panel on the Patient Dashboard
The Patient Appointment Panel, by default, only shows a few Appointments.
To see all Appointments that have been scheduled for a Patient, select the Plus symbol (+).
The Appointments are listed in chronological order from newest to oldest.
Schedule: Opens the Calendar to schedule an Appointment. For further information see Add an Appointment.
Recalls: Add a Patient to a Recall list or view the Recall list where this Patient has already been added. For further information see Recalls.
Edit: Selecting the Edit icon displays the Patient's Appointment screen where you have access to the same links as on the Calendar.
Patient Appointment Columns
- Edit: Select the Edit icon to open the Patient Appointment screen to make changes to the Appointment/Patient information.
Date: Selecting the Date link takes you to the Appointment on the Calendar and blinks for easy access.
Blinking Appointment on the Calendar.
Time: Time of the Appointment
When: How many days the Appointment was in the past and the number of days in the future.
Appointment is today: Today will display.
Appointment is tomorrow: Tomorrow will display.
Resource: Person, Room, or Equipment
Facility: Where the Patient is being seen.
Type: Kind of Appointment, such as, Office Visit, Follow-up, New Patient, etc.
Reason: Why the Patient is being seen.
This field may be blank if a reason was not entered on the Appointment.
Note: Notes entered on the Appointment.
This field will be blank if a Note was not entered.
Status: Status of the Appointment, such as Scheduled, Confirmed, No Show, Cancelled, etc.
Tasks: The Appointment can be added as a Task to an Appointment Worklist.
Learn More
Add an Appointment from the Calendar
Worklists
Resources
Scheduling Setup
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