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 all appointments in the patient chart, click Start/Open > Appointments.
The most recent 25 appointments appear. Click the page numbers at the bottom of the list to navigate to previous appointments.
To view a specific appointment in the schedule, click it or beside the appointment click the calendar icon.
To view the history of a specific appointment, beside the appointment click the clock icon. The History window opens, showing a column for each time there was an update.
💡 Tips:
Click the gear icon to customize what columns appear in this list.
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 February 13, 2026