List view of all the appointments made

List view of all the appointments made

1. View patient appointments using search in the List view

To view all the appointments in a list view, open the appointments tab, and select the List option on the top right side. A complete list of all the appointments made by the clinic is shown. To search for a specific appointment, use the search field, you can search using the patient name, and phone number to view all the appointments under that patient's name.

2. View filtered appointments in List view by appointment status

To view filtered appointments in the list view by appointment status, select the “Filter by” option next to the search field. There are several appointment statuses to choose from, “Unconfirmed”, “Scheduled”, “Waiting”, “In visit”, “Finished”, “Canceled”, or “No show”. Select one and now you can view all the appointments under that status.

 

View patients’ invoices from the appointment popup box

An easy access to patient invoices is to open it through the appointment pop up box. Choose the desired appointment, and click the appointment to open the appointment pop up box. On the bottom of the box, click the “Go to invoice” button. The patient invoices open up, the latest invoice is the default and appears upfront. You can edit, save drafts and generate invoices. On the right side, you can add a payment after generating the invoice. On the left side of the page are all the invoices of the patients, draft, generated and paid ones. You can move around the invoices and select the desired one.

 

Open patient profile from appointment details

To open a patient profile, choose the appointment of the patient. Click on the appointment to view the appointment details popup box, at the top is the Open Profile button, this will take you to the patient’s profile. Additionally, next to the patient's name is an arrow pointing sideways. This arrow is a shortcut to open the patient profile. The patient profile will open up.

 

View Appointment Log

An appointment log serves to efficiently manage and help in communication and documentation, while also helping in improving planning and accountability in both personal and professional settings.

To view each appointment log, choose the desired appointment and click to open the appointment details popup box. On the top of the box, you’ll find a clock icon next to the edit button. Click on the icon and observe the appointment log.

To select a log entry to view, simply click on the log entries on the left side of the box. All the necessary information you need to know will be visible, starting with the date of the appointment log entry, the user who made the action, and many more. This will help the management in holding someone accountable when a mistake occurs.