🎞️ View video tutorial: Viewing your Visits dashboard
The Visits dashboard is a list of all your appointments for the day and optimizes a provider's workflow. From the Visits dashboard, you can view your patient appointments for the day (including the status of the appointment), access a patient's chart, start an encounter, and view and add bills.
To access the Visits dashboard, from the main menu, click Visits.
📌 Note: This is an optional feature that can be enabled for your clinic. If you do not see the Visits icon in the main menu, contact the support team for more information.
The Visits dashboard appears, showing all appointments for today.
You can expand the window to see more information and move it around your screen.
Icons next to the fee items indicate their status and attachment and can help you locate payments in the CHR. Click into the visit and go to the Insured tab to see fee items separated by their attachment status.
The paperclip icon shows that the fee item is directly attached to an encounter. It's only visible within that encounter until you sign it.
The dot icon indicates that the fee item isn't attached to any encounter but has a service date matching the Visits dashboard filter date.
For more information about customizing the Visits dashboard and available actions, see:
Updated December 29, 2021