Search for a patient's appointments
Go to Business Office → Appointments.
Click the Magnifying Glass icon. The Appointment Search panel opens on the right side of the screen.
Search for a patient by name to view their scheduled appointments and drop-offs.
The appointment list shows all current and upcoming appointments, as well as drop-offs, for the searched patient. The list updates automatically—new appointments appear immediately. Past appointments, cancellations, and no-shows do not display.
Manage appointments from search results
Each appointment or drop-off in the list has a three-dot menu with two options:
Edit: opens the appointment or drop-off to make changes
View in Calendar: jumps to that appointment in the calendar view
Hovering over an appointment shows a tooltip with additional appointment details.
Still need help?
Contact support via live chat or email [email protected].