Patient Appointment Panel on the Patient Dashboard

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.




  1. Schedule: Opens the Calendar to schedule an Appointment. For further information see Add an Appointment.
  2. 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.
  3. Modify: Selecting the Modify icon displays the Patient's Appointment screen where you have access to the same links as on the Calendar.


Patient Appointment Columns

  1. Modify: Select the Modify 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. Time: Time of the Appointment
  2. 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
  2. Facility: Where the Patient is being seen.
  3. Type: Kind of Appointment, such as, Office Visit, Follow-up, New Patient, etc.
  4. 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, Canceled, etc.
  2. Tasks: The Appointment can be added as a Task to an Appointment Worklist.

Add an Appointment from Patient Dashboard

  1. Select the Schedule link.

  1. The Facility defaults.
  • Change it if necessary.
  1. The Patient ID displays automatically.
  2. Select the Type.
  • The Duration can be changed on-the-fly
  1. Enter other pertinent information.
  2. Select Save [F2].

After making the Appointment, you will need to detach from the Patient before scheduling the next Appointment.

  • Detach by selecting the Red X on the Title Bar.


Learn More

Add an Appointment from the Calendar

Worklists

Resources

Scheduling Setup





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