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Other appointment actions
Other appointment actions

View and update patient demographics, open chart, start encounter

Updated over a week ago

Appointment actions are available to use at the time of booking or at a later date. For example, from the appointment, you can view and update patient demographics, open a patient's chart, and start an encounter. These actions are available only for patient appointments.

To view the patient's email address, cell phone, primary practitioner (PP), and referring provider (RP) associated to the appointment, click the appointment and hover over the patient's demographics.
📌 Note: The Referring Practitioner (RP) saved to an appointment does not change if it is updated in the patient chart after creating the appointment.



Quick View

Hover your cursor over the patient's information to see their cell phone number, email address, primary practitioner (PR), and referring practitioner (RP). If you need to make any changes to the patient demographics, click Quick View to open the Update Patient window without leaving the schedule, and save any changes.

Open Chart

Opens the patient chart.


Opens the patient chart and starts a new encounter.

The encounter will be linked to the appointment, and the appointment status automatically updates to Being Seen. When the encounter is signed off the appointment status automatically updates to Note signed.

Updated September 12, 2021

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