Search all docs
Provider Workflows
Chart Notes
Auto-apply KX Modifier
Getting Started with Chart Notes
AI Appt. Summaries
Chart Note Clinical Types
Download Chart Notes as PDFs
Goals on the chart note
How to add Measurements
Import Previous Medical History
Navigating Flowsheets
Navigating Inbox Workflows
Navigating the Chart Note
Set up Custom Chart Note Templates
Setting up Co-signers on Your Note
Sign a Chart Note
Text Snippets For Your Note
Chart Note Features Not Supported
Chart Notes
Claim Details
Claim Details
Front Office Workflows
Appointments
The Insights Appointments Page
Adding Prior Auth and Alerting
Alternate Methods for Scheduling
How to Add a Walk-In Patient
How to Run an Eligibility Check
How to Schedule an Appointment
How to Take Payments
Sending out reminders and forms
Understanding Appointment Details
Updating Appointment Statuses
Appt. Features not supported
Appointments
Daily Operations
Daily Operations
Patient Communications
General Patient Flows Features
Text Blast Page
Insurance Intake Page
Functional Outcome Measurements
Getting Started with Patient Portal
Complete Intake Forms
Navigating Patient Workflows
Manage Patient Appointments
Manage Payments through Patient Portal
Patient Intake Automation
Update Insurance Info
View Home Exercise Programs
Patient Communications
Patient Responsibility
Charge Saved Credit Cards
Manage Credit Cards
Setting up a Payment Plan
How to Cancel PR
How to Send a Patient Payment Link
How to Push to PR
How to Record Payments
How to Refund a Payment
How to Request via Text or Email
How to Set Up Miscellaneous Line Item Charges
How to Take Payment for Families
How to Undo a Write Off
How to Write Off PR
Patient Responsibility Page
PR Overpayment Refunds and Estimated vs. Remittance PR
PR Settings
PR Timeline
Patient Responsibility
Billing Workflows
Front Office Payments
Front Office Payments
Reports
A/R Reports
Building and Running Reports
Claim Adjustments Report
Collections Report
Custom Collections Report
Detailed Charges Report
Export Claim Details
Generate a Transaction Report
Patient Balances Report
Patient Charges Report
Patient Claims One-pagers
Patient Collections Report
Patient Eligibility Report
Posting Log Report
Site Transaction Report
Site Transaction Report Summary
Submitted Claims Report
Upcoming Patient Statements Report
Reports
Owners & Administration
Last updated:
Jul 21, 2025
Filter the calendar view
Calendar
Front Office Workflows
Provider Workflows
Applying filters to the calendar view
You can easily click the < > icons to move through different days, weeks or months depending on the current schedule view.

If you’d like to navigate to a specific day, click on the filter icon. A side panel will pop open upon doing so. A mini calendar is available to you to traverse more quickly through the days to a specific date in mind. Here is also where you can update the providers and facilities seen on your calendar view. Additionally, you are able to filter by insurance and patient from and hide cancelled or no show appointments and weekends.

The calendar on Air provides 7 filtering options:
Filter | Type |
---|---|
By provider | Multi-select |
By Facility | Multi-select |
By Insurance | Multi-select |
By Patient | Multi-select |
Hide Cancelations | Yes/No |
Hide No Shows | Yes/No |
Hide Weekends | Yes/No |
How to use each filter
Filtering by provider allows you decide which providers you do and don’t want to see on your calendar. When more than once provider is selected, each provider is displayed as a column on the calendar view.
Filtering by facility allows you to pick facilities you do and don’t want to see in the calendar view. When more than one facility is selected, each will appear as a tab along the top of the calendar view.
Filtering by Insurance shows only appointments with patients whose insurance provider matches your selection.
Filtering by Patient shows only appointment with specific patients you select.
Filtering out cancelations will hide appointments that have the “Cancelled” status.
Filtering out “No Shows” will hide all appointments that have the “No Show” status.
Filtering out weekends will hide Saturdays and Sundays from your calendar view. This will be applied to all of the 1 day, week, and month views.
All filters can be cleared at once by clicking the “Clear All” at the top of the calendar.

Table of Contents
Search all docs
Provider Workflows
Chart Notes
Auto-apply KX Modifier
Getting Started with Chart Notes
AI Appt. Summaries
Chart Note Clinical Types
Download Chart Notes as PDFs
Goals on the chart note
How to add Measurements
Import Previous Medical History
Navigating Flowsheets
Navigating Inbox Workflows
Navigating the Chart Note
Set up Custom Chart Note Templates
Setting up Co-signers on Your Note
Sign a Chart Note
Text Snippets For Your Note
Chart Note Features Not Supported
Chart Notes
Claim Details
Claim Details
Front Office Workflows
Appointments
The Insights Appointments Page
Adding Prior Auth and Alerting
Alternate Methods for Scheduling
How to Add a Walk-In Patient
How to Run an Eligibility Check
How to Schedule an Appointment
How to Take Payments
Sending out reminders and forms
Understanding Appointment Details
Updating Appointment Statuses
Appt. Features not supported
Appointments
Daily Operations
Daily Operations
Patient Communications
General Patient Flows Features
Text Blast Page
Insurance Intake Page
Functional Outcome Measurements
Getting Started with Patient Portal
Complete Intake Forms
Navigating Patient Workflows
Manage Patient Appointments
Manage Payments through Patient Portal
Patient Intake Automation
Update Insurance Info
View Home Exercise Programs
Patient Communications
Patient Responsibility
Charge Saved Credit Cards
Manage Credit Cards
Setting up a Payment Plan
How to Cancel PR
How to Send a Patient Payment Link
How to Push to PR
How to Record Payments
How to Refund a Payment
How to Request via Text or Email
How to Set Up Miscellaneous Line Item Charges
How to Take Payment for Families
How to Undo a Write Off
How to Write Off PR
Patient Responsibility Page
PR Overpayment Refunds and Estimated vs. Remittance PR
PR Settings
PR Timeline
Patient Responsibility
Billing Workflows
Front Office Payments
Front Office Payments
Reports
A/R Reports
Building and Running Reports
Claim Adjustments Report
Collections Report
Custom Collections Report
Detailed Charges Report
Export Claim Details
Generate a Transaction Report
Patient Balances Report
Patient Charges Report
Patient Claims One-pagers
Patient Collections Report
Patient Eligibility Report
Posting Log Report
Site Transaction Report
Site Transaction Report Summary
Submitted Claims Report
Upcoming Patient Statements Report
Reports
Owners & Administration
Search all docs
Provider Workflows
Chart Notes
Auto-apply KX Modifier
Getting Started with Chart Notes
AI Appt. Summaries
Chart Note Clinical Types
Download Chart Notes as PDFs
Goals on the chart note
How to add Measurements
Import Previous Medical History
Navigating Flowsheets
Navigating Inbox Workflows
Navigating the Chart Note
Set up Custom Chart Note Templates
Setting up Co-signers on Your Note
Sign a Chart Note
Text Snippets For Your Note
Chart Note Features Not Supported
Chart Notes
Claim Details
Claim Details
Front Office Workflows
Appointments
The Insights Appointments Page
Adding Prior Auth and Alerting
Alternate Methods for Scheduling
How to Add a Walk-In Patient
How to Run an Eligibility Check
How to Schedule an Appointment
How to Take Payments
Sending out reminders and forms
Understanding Appointment Details
Updating Appointment Statuses
Appt. Features not supported
Appointments
Daily Operations
Daily Operations
Patient Communications
General Patient Flows Features
Text Blast Page
Insurance Intake Page
Functional Outcome Measurements
Getting Started with Patient Portal
Complete Intake Forms
Navigating Patient Workflows
Manage Patient Appointments
Manage Payments through Patient Portal
Patient Intake Automation
Update Insurance Info
View Home Exercise Programs
Patient Communications
Patient Responsibility
Charge Saved Credit Cards
Manage Credit Cards
Setting up a Payment Plan
How to Cancel PR
How to Send a Patient Payment Link
How to Push to PR
How to Record Payments
How to Refund a Payment
How to Request via Text or Email
How to Set Up Miscellaneous Line Item Charges
How to Take Payment for Families
How to Undo a Write Off
How to Write Off PR
Patient Responsibility Page
PR Overpayment Refunds and Estimated vs. Remittance PR
PR Settings
PR Timeline
Patient Responsibility
Billing Workflows
Front Office Payments
Front Office Payments
Reports
A/R Reports
Building and Running Reports
Claim Adjustments Report
Collections Report
Custom Collections Report
Detailed Charges Report
Export Claim Details
Generate a Transaction Report
Patient Balances Report
Patient Charges Report
Patient Claims One-pagers
Patient Collections Report
Patient Eligibility Report
Posting Log Report
Site Transaction Report
Site Transaction Report Summary
Submitted Claims Report
Upcoming Patient Statements Report
Reports
Owners & Administration
Last updated:
Jul 21, 2025
Filter the calendar view
Calendar
Front Office Workflows
Provider Workflows
Applying filters to the calendar view
You can easily click the < > icons to move through different days, weeks or months depending on the current schedule view.

If you’d like to navigate to a specific day, click on the filter icon. A side panel will pop open upon doing so. A mini calendar is available to you to traverse more quickly through the days to a specific date in mind. Here is also where you can update the providers and facilities seen on your calendar view. Additionally, you are able to filter by insurance and patient from and hide cancelled or no show appointments and weekends.

The calendar on Air provides 7 filtering options:
Filter | Type |
---|---|
By provider | Multi-select |
By Facility | Multi-select |
By Insurance | Multi-select |
By Patient | Multi-select |
Hide Cancelations | Yes/No |
Hide No Shows | Yes/No |
Hide Weekends | Yes/No |
How to use each filter
Filtering by provider allows you decide which providers you do and don’t want to see on your calendar. When more than once provider is selected, each provider is displayed as a column on the calendar view.
Filtering by facility allows you to pick facilities you do and don’t want to see in the calendar view. When more than one facility is selected, each will appear as a tab along the top of the calendar view.
Filtering by Insurance shows only appointments with patients whose insurance provider matches your selection.
Filtering by Patient shows only appointment with specific patients you select.
Filtering out cancelations will hide appointments that have the “Cancelled” status.
Filtering out “No Shows” will hide all appointments that have the “No Show” status.
Filtering out weekends will hide Saturdays and Sundays from your calendar view. This will be applied to all of the 1 day, week, and month views.
All filters can be cleared at once by clicking the “Clear All” at the top of the calendar.

Last updated:
Jul 21, 2025
Filter the calendar view
Calendar
Front Office Workflows
Provider Workflows
Applying filters to the calendar view
You can easily click the < > icons to move through different days, weeks or months depending on the current schedule view.

If you’d like to navigate to a specific day, click on the filter icon. A side panel will pop open upon doing so. A mini calendar is available to you to traverse more quickly through the days to a specific date in mind. Here is also where you can update the providers and facilities seen on your calendar view. Additionally, you are able to filter by insurance and patient from and hide cancelled or no show appointments and weekends.

The calendar on Air provides 7 filtering options:
Filter | Type |
---|---|
By provider | Multi-select |
By Facility | Multi-select |
By Insurance | Multi-select |
By Patient | Multi-select |
Hide Cancelations | Yes/No |
Hide No Shows | Yes/No |
Hide Weekends | Yes/No |
How to use each filter
Filtering by provider allows you decide which providers you do and don’t want to see on your calendar. When more than once provider is selected, each provider is displayed as a column on the calendar view.
Filtering by facility allows you to pick facilities you do and don’t want to see in the calendar view. When more than one facility is selected, each will appear as a tab along the top of the calendar view.
Filtering by Insurance shows only appointments with patients whose insurance provider matches your selection.
Filtering by Patient shows only appointment with specific patients you select.
Filtering out cancelations will hide appointments that have the “Cancelled” status.
Filtering out “No Shows” will hide all appointments that have the “No Show” status.
Filtering out weekends will hide Saturdays and Sundays from your calendar view. This will be applied to all of the 1 day, week, and month views.
All filters can be cleared at once by clicking the “Clear All” at the top of the calendar.
