You can see all of the appointments for a patient, past and future. This includes any cancelled appointments and no-shows. You can access a patient's appointment history from one of their existing appointments in the schedule or from their chart. You can also view a patient's upcoming appointments from the patient chart header.
Steps
1. Open the patient's chart.
2. To view a list of upcoming appointments, in the patient header, click the arrow beside the next appointment date.
📌 Note: The Upcoming appointments window shows the first three upcoming appointments. If there are more than three upcoming appointments, an indicator below the listed appointments shows how many additional appointments are scheduled.
💡 Tips:
Click any appointment date to navigate to that appointment in the schedule.
Click See all to open the Appointments section in the patient's chart.
3. To view the history of the patient's appointments from the schedule, click the History tab (icon looks like a clock with an arrow around it). The most recent appointments appear at the top of the list.
4. To view the history from the chart, click Start/Open > Appointments. You can also access a list of the patient's appointments from the Quick Menu if you are in Dashboard view.
The most recent 25 appointments appear. Click the page numbers at the bottom of the list to navigate to previous appointments.
💡 Tips:
In either view, click the gear icon to customize what columns appear in this list.
Click the appointment to navigate to that appointment in the schedule.
Click the arrow in the column header to sort by that column. (Note that when you sort by Date, the Time is included. You cannot sort only by time).
Updated October 23, 2024