Patient Appointment Panel on the Patient Dashboard
Patient Appointment Panel
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.
Patient Appointments Panel Interactive Links
- Schedule: Opens the Calendar to view or 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.
Select the Modify icon to display the Patient's Appointment screen, where you have access to the same options as when an Appointment is selected on the Calendar.
Select the Date of the Appointment to navigate to the Appointment on the Calendar.
The Appointment will be blinking to locate it easily.
Tasks: Select the Add link in the Task Column to add to an Appointment Worklist.
Patient Appointments Panel Informational Columns
Time: Time of the Appointment
When: How many days the Appointment was in the past or the number of days in the future.
Appointment is today: Today will display.
Appointment is tomorrow: Tomorrow will display.
Resource: Scheduled Appointment for Provider, Room, or Equipment
Facility: Where the Patient is scheduled/seen.
Type: Kind of Appointment, such as, Office Visit, Follow-up, New Patient, etc.
Reason: Why the Patient is being seen.
This field is optional and may be blank if a reason was not entered on the Appointment.
Note: Notes entered on the Appointment.
This field is optional and may be blank if a Note was not entered on the Appointment.
Status: Status of the Appointment, such as Scheduled, Confirmed, No Show, Canceled, etc.
Add an Appointment from Patient Dashboard
- Select the Schedule link.
The Date, Time, Facility, and Resource default from the Appointment Slot selected on the Calendar.
The Facility and Resource can be changed.
The Patient ID defaults from the Patient Dashboard.
Select the Type which populates the Duration but be changed on-the-fly.
Enter other pertinent information.
Select Save [F2].
Detach from the Patient before making the next Appointment.
Detach by selecting the Red X on the Title Bar.
Learn More
Add an Appointment from the Calendar
Worklists Overview
Add Resources (Providers, Rooms, Equipment) to the Calendar
Schedule Setup and Build Overview
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