The Appointments module is designed to help providers manage their schedules efficiently while ensuring they have a clear understanding of the status and next steps for every appointment. It includes flexible views and actionable features tailored for providers to stay organized and deliver seamless patient care.
Views:
Calendar View:
A visual overview of your schedule with color-coded appointments:
Red: Initial appointments.
Blue: Follow-up appointments.
Toggle between Day, Week, and Month views for quick access to your daily or long-term schedule.
List View:
A detailed table for managing all your appointments with tabs for statuses.
Quickly search, filter, and take actions on individual appointments.
Appointment Statuses:
Upcoming:
Appointments that are scheduled for future dates and times.
Easily prepare by reviewing patient details and notes in advance.
Requests:
Appointment requests submitted by patients that require your approval, rescheduling, or rejection.
Incomplete:
Appointments that have already occurred but require further action from you.
These include:
Signing off on the appointment notes.
Generating an invoice for billing.
Marking the appointment as a No-Show, if applicable.
Once these actions are completed, the appointment automatically moves to Completed status.
Completed:
Appointments where all required actions, such as signing notes and billing, have been completed.
Canceled:
Appointments canceled by you or the patient before the scheduled time.