Calendar and appointment list
Both pages need Read appointments or Assignable to appointments. With only Assignable to appointments, they show just your own appointments.
Calendar View
Section titled “Calendar View”Appointments › Calendar View shows every booked visit by Month (the starting view), Week or Day.
- Use Previous, Next and Today to move around, and the view switcher to change between Month, Week and Day.
- In the Month view, select a day to open it in the Day view. When a day has more appointments than fit, select “+number more” to see them all.
- Each appointment is colored by its status. The legend at the bottom shows which color is which. High priority appointments are marked.
- Select an appointment for a quick look, then View full details to open it.
- Filters narrow the calendar by Status, Type, Priority, Clinician and Patient.
If your clinic uses the Shamsi calendar and you’ve switched to it, the Month and Week views follow Shamsi months.
All Appointments
Section titled “All Appointments”Appointments › All Appointments is a searchable list of every appointment, with the patient, date and time, type, status, clinician, duration and priority.
Search
Section titled “Search”Use Search patient name or appointment details. You can type a patient’s name, phone or email. Type # followed by a number, such as #215, to find one appointment by its number.
Filters
Section titled “Filters”Select Filters to narrow the list by:
- Appointment date: a date range,
- Status, Type and Priority,
- Clinician,
- My appointments: Only appointments assigned to me.
Export
Section titled “Export”Select Export to download the appointments currently in the list, with all your filters applied, as a CSV file (appointments.csv). It opens in Excel, Google Sheets or similar.
Book from here
Section titled “Book from here”With Create appointments, select New appointment. See Booking an appointment.
A patient’s appointments
Section titled “A patient’s appointments”On a patient’s record, the Appointments tab (needs Read appointments) lists their visits, sorted into:
| Group | Statuses |
|---|---|
| Upcoming | Scheduled, Confirmed, Rescheduled |
| Clinical | Checked in, In progress, Awaiting checkout |
| Previous | Completed, Cancelled, No show |
| All | Everything |
Book appointment starts a new booking for that patient. A staff member’s profile has the same kind of list for the appointments assigned to them.