Patient Appointment Panel on the Patient Dashboard

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.

   

Patient Appointment Columns

  1. Edit: Select the Edit icon to open the Patient Appointment screen to make changes to the Appointment/Patient information.

  1. Date: Selecting the Date link takes you to the Appointment on the Calendar and blinks for easy access.

    1. Blinking Appointment on the Calendar.

  1. Time: Time of the Appointment

  1. 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.

  1. Resource: Person, Room, or Equipment

  1. Facility: Where the Patient is being seen.

  1. Type: Kind of Appointment, such as, Office Visit, Follow-up, New Patient, etc.

  1. Reason: Why the Patient is being seen.

    • This field may be blank if a reason was not entered on the Appointment.

  1. Note: Notes entered on the Appointment.

    • This field will be blank if a Note was not entered.

  1. Status: Status of the Appointment, such as Scheduled, Confirmed, No Show, Cancelled, etc.

  1. 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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