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The standard appointment will show the following tooltip when hovering over the calendar block:
  • Patient Name
  • Primary Insurance Company
  • Appointment Status
  • Appointment start and end time
  • Eligibility Button
  • Payment Button And take action from this tooltip:
Clicking on a calendar block in any calendar view will cause the appointment details to open up as a side panel. There are several things you can do here including:
  • Edit the appointment
  • Change the appointment status
  • Checked in
  • Cancelled- You will be prompted to add a cancellation reason which will be available to view on the patient’s profile under the appointments tab.
  • No-Show
  • Add a follow up appointment
  • Delete the appointment
  • Email the patient
  • View the patient’s general demographics
  • Clicking on the patient’s name in blue will route you to the patient’s profile
  • Check the status of several appointment related items. The red circled checkmark will turn green when these items are completed or confirmed.
  • Appointment Status
  • Patient Balances
  • Reminders/ Forms
  • Prior Auth
  • Eligibility
  • Referring Provider
  • Check-In Status
  • Chart Note Status- Indicates if a chart note is signed or not
  • Check the amount of prior auth, annual and medicare visits allowed for the patient.
  • Alerts will populate when you’re nearing expiration dates or running low on visits.
  • View the appointment details and previous appointment summary Features Supported:
  • View an appointment’s high level details
  • View an appointment’s eligibility details
  • View an appointments visit limits and prior auth
  • View and collect (suggested) charges for appointments
  • View patient notes
  • Update appointment type, status, PII Features Not Supported:
  • Editing provider, appointment reason