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Calendar List View: View and Navigate Appointments in a List

In Instinct EMR, List View displays your scheduled appointments in a scannable table format, making it easy to see key details at a glance and quickly navigate to a patient chart or client account.

Written by Meridythe Lanoue

Switch to List View

To access List View, select List from the view toggle at the top right of the calendar.


What the appointment list shows

Each appointment row displays the following information:

  • Provider

  • Time and duration

  • Patient name, including age, breed, weight (if entered), patient ID, and patient alerts (if entered)

  • Status

  • Visit Reason

  • Appointment notes

  • Service

  • Type

  • Client, including phone number (if entered)

  • Appointment reminder and account alerts


Navigate to a patient chart or client account

Select a patient or client name directly from the list to open their record without leaving the calendar.

  • Select the patient's name to go directly to their chart.

  • Select the client's name to go directly to their account information.


View past appointments

Past appointments display in gray and appear inactive in the list. You can navigate back to a previous date using the arrows at the top of the calendar to review earlier appointments.


Still need help?

Contact the Instinct EMR support team via live chat or email at [email protected].

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