To search for all current and future appointments and drop-offs for a patient, navigate to the Business Office under Appointments and click on Find Appt.
Clicking the Find Appt button opens the Appointment Search panel on the right side which allows you to lookup specific patients and list their current and upcoming appointments/drop-offs.
Once you have selected the patient from the search results, a list of all current and upcoming appointments are listed in the panel. The list updates automatically so new appointments or drop-offs are reflected on the list immediately. Past appointments, cancellations, or no shows will not display on the list.
Appointments or drop-offs in the list have a 3-dot menu that can be used to edit the appointment/drop-off or view the appointment/drop-off in the calendar. A tooltip text will appear when hovering over the Appointment to show more details.
When scheduling or editing an Appointment, if you try to open the Comm Log before you’ve saved changes to your Appointment, you will get a pop up box warning you that you will lose your changes. Click on Cancel to get back to your Appointment to click Save.
🕖 Upcoming Appointments on the Patient Info Bar
Both Checked In and Checked Out Patients will display up to 3 Appointments in the Upcoming Appointments section, located below the Patient section of the Patient Info Bar.
If there are no appointments or drop-offs scheduled, the section will display No Upcoming Appointments.
All Appointments and Drop-Offs will be displayed chronologically by date and time. Drop-Offs will always display at the start of each scheduled day, before any other same-day appointments.
Each Appointment or Drop-Off will show you the following:
Date and time of Appointment
Any Drop-Offs will display ‘Drop-Off’ after the date instead of time
Provider
Appointment Type
3-dot-menu to Edit Appointment or View the Appointment in the Calendar
Hovering over the Appointments header will display a tooltip with all upcoming appointments.
Cancelled, No Show Appointments/Drop-Offs, and any Appointments/Drop-Offs in the past will not display in the Patient Info Bar just yet (coming later!).
Additionally, each Appointment and Drop-Off will show a tooltip when hovering over each.
If you are currently Editing an Appointment from the Patient Info Bar and click Edit on another Appointment on the screen, you will get a warning message asking if you want to switch Appointment information without saving changes:
