Using Appointments Tab

Summary

Click on the Appointments tab to view past, present or future appointments as found in your practice management system (PMS).

Select any specific day by using the calendar.  You may also select a range of dates.  A table of appointments will appear below  We call this the Schedule Breakdown.  You can click on any header link, for instance Patient Name to sort the schedule breakdown.                                                                                                                                                                                                         Schedule Breakdown

• Click an icon in the left hand column to message your patient 

• View current confirmation status and, if confirmed, how the patient’s appointment was confirmed.

• Manually confirm your patient by hovering your mouse on Unconfirmed.  A popup will appear.  Click Confirm Now to confirm the appointment both in Patient Communicator and (if available for your PMS) within your PMS.

• To review Patient Details, click on an underlined patient's name. The Patient Details window opens in a new tab.  See Patient Details article for more details.

• View relevant appointment information such as appointment time and date, appointment type,  provider, and patient ID.

• View appointment details for other dates using any combination of the calendar, the date range box, and filtering by provider and appointment type. 

• You may print or save results to Excel by clicking the icons.

• Easily contact a large group by using the Schedule Breakdown filters. For instance, if a provider is sick you could filter on that provider, and a specific appointment type, and send a message to all patients that would be affected by clicking SEND MESSAGE TO ALL PATIENTS BELOW.