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

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

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

1. Blinking Appointment on the Calendar.
   

3. Time: Time of the Appointment

4. 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.

5. Resource: Person, Room, or Equipment

6. Facility: Where the Patient is being seen.

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

8. Reason: Why the Patient is being seen.

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

9. Note: Notes entered on the Appointment.

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

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

11. 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