> ## Documentation Index
> Fetch the complete documentation index at: https://docs.athelas.com/llms.txt
> Use this file to discover all available pages before exploring further.

# The Insights Appointments Page

#### At a Glance

The [**Appointments**](https://insights.athelas.com/appointments) page is your front desk's daily worklist. It empowers your practice to drastically decrease eligibility-related denials, increase up-front patient payments, and reduce the time front desk staff spend chasing down patient responsibility.

From this page you can:

* Check the **eligibility** of a patient's insurance before they arrive
* See outstanding **balances** and suggested pre-visit charges
* **Collect** copays and pre-pay coinsurance and deductibles
* Add **walk-in** patients, run a **live eligibility check**, and take a **quick purchase** payment

#### Choosing a View

Above the appointment list you'll find a **view selector**. Insights ships with three built-in views, and you can save your own:

* **All Appointments**
* **Today's Appointments** (the default the first time you open the page)
* **Future Appointments**
* **Custom saved views** — apply the filters you use most, then save them as a reusable view

You can also **group** the list (for example, by **Date and Time**) so appointments are organized by day.

#### Appointments Page Toolbar

The toolbar at the top of the page gives you quick access to the most common front-desk actions:

* **Walk-In Patient** — add a patient who arrives without a scheduled appointment. See [How to Add a Walk-In Patient](/insights_front_desk/appointments/how_to_add_a_walk_in_patient).
* **Live Eligibility Check** — run eligibility for a patient who doesn't have an appointment yet. See [How to Run an Eligibility Check](/insights_front_desk/appointments/how_to_run_an_eligibility_check).
* **Quick Purchase** — take a payment from a patient or a non-patient customer. See [How to Take Payments](/insights_front_desk/appointments/how_to_take_payments).
* **Download** — export the current (filtered) list as a **PDF** (a printable schedule) or a **CSV**. Exports include up to **2,000** appointments and may take a moment to generate.
* **Review Charges** — jump to the Review Charges page.
* **More actions** — additional shortcuts including **PR Settings**, **Reconciliation**, **Prior Authorization**, and **Take a tour**.

An **Athelas Assistant** panel is also available on this page to answer questions about your appointments.

<Note>
  If your site was live before the new Appointments page rolled out, a **Switch to Classic Appointments Page** button lets you return to the previous layout. Newer sites use the new page only.
</Note>

#### The Appointments List

Each row represents an appointment. The list can show the following columns (you can show or hide columns and reorder them):

* **Intake & Messages** — intake status and appointment notes
* **Date & Time**
* **Patient**
* **Provider**
* **Alerts** — surfaced issues for the appointment
* **Insurances** — the patient's primary, secondary, and tertiary insurance with an **eligibility status** badge for each
* **Charges** — patient responsibility, outstanding balance, and what has been collected
* **Tags**
* **Charge** — a button to collect payment for that appointment

##### Eligibility Status Badges

Every night, Insights pulls your upcoming appointments and checks the detected insurance for eligible coverage. Results appear as a badge on each insurance in the **Insurances** column:

* **Active** (green) — coverage is active
* **Inactive** (red) — coverage is not active
* **Not Covered** (red) — the service isn't covered
* **Inconclusive** (orange) — worth double-checking that the patient's information matches your EHR
* **Pending**, **None**, **Self Pay**, and **Site Responsibility** may also appear when relevant

Click a badge to view the full eligibility response or re-run the check.

#### Filters

By default the list is filtered to the current day. You can open, adjust, or add filters to narrow the list — common filters include **Patients**, **Providers**, **Facilities**, **Start/End** date and time, **Insurance** (primary/secondary/tertiary), **Appointment Type**, **Appointment Statuses**, **Appointment Tags**, **Eligibility Coverage**, **Only With Balance**, and **Missing Insurance**.

#### The Appointment Detail Page

Click an appointment to open its **detail page**. Here you can review everything about the appointment and take action. Along the top you can **Copy URL** or **Copy Appointment ID** to share the appointment with a colleague, step between appointments, and open the **Athelas Assistant**.

The detail page is organized into sections:

* **Appointment** — date and time, provider, facility, reason, appointment type, status, and the patient's primary/secondary/tertiary insurance. Click **Edit** to update the appointment's **Type** or **Status** (Scheduled, No Show, Cancelled, or Archived).
* **Eligibility Central** — the patient's eligibility results, with the ability to **Re-run** the check and see more detail. See [How to Run an Eligibility Check](/insights_front_desk/appointments/how_to_run_an_eligibility_check).
* **Visit Limits** — annual visit limits and Medicare therapy thresholds for the patient, with alerts when visits are running low.
* **Prior Authorizations** — the prior authorizations tied to the appointment. Alerts appear when an authorization is nearing its limit or has expired.
* **Intake Paperwork** — the intake forms and reminders for the appointment. From here you can **Send** forms to the patient by text or email and review which forms are completed.
* **Activity** — a chronological feed of events for the appointment.

To collect a payment, use the **Charge** button on the appointment row or on the detail page. A **Charge Explanation** is available to break down how the suggested amount was calculated. See [How to Take Payments](/insights_front_desk/appointments/how_to_take_payments).

#### Best Practices

**1.** Each week, **review the eligibility results** for upcoming appointments and reach out to any patients whose insurance appears to be inactive or inconclusive.

**2.** At the end of the day, **check for patients who didn't pay their copays** and use a payment link (text or email) to give them a belated opportunity to pay.

**3.** When a patient hasn't met their deductible, **collect an upfront deductible deposit** while they're in the office. You can set a default amount to charge for unmet deductibles using your [Suggested PR Rules](/insights_front_desk/front_office_payments/how_to_create_suggested_pr_rules).

### FAQ

<Accordion title="How often does eligibility run automatically?">
  Insights automatically checks eligibility for your upcoming appointments each night. You can also **Re-run** eligibility for any appointment from its detail page, or run a one-off [Live Eligibility Check](/insights_front_desk/appointments/how_to_run_an_eligibility_check) for a patient without an appointment.
</Accordion>

<Accordion title="How do I remove an appointment?">
  Open the appointment, click **Edit**, and set the **Status** to **Archived**. Archiving removes the appointment from your active schedule.
</Accordion>

<Accordion title="Can I print or export my schedule?">
  Yes. Use the **Download** button in the toolbar to export the current filtered list as a printable **PDF** or a **CSV** (up to 2,000 appointments).
</Accordion>