Customizing the unconfirmed appointments list view
You can change the view of the unconfirmed appointments list to have it display appointments to suit your preferences. View settings are saved until you log off.
Note: The appointments on the unconfirmed appointments list are sorted by appointment time and grouped by primary contact.
To open the Unconfirmed Appts page
On the Schedule menu, click (or tap) Unconfirmed Appointments.
The Unconfirmed Appts page provides the following viewing options.
To change the date
Do any of the following:
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On the toolbar, click (or tap) the month and year to select a date.
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On the toolbar, click (or tap) the Back or Forward button to go back or forward one day or one week (depending on the view setting).
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On the toolbar, click (or tap) 1 w, 1 m, or 6 m to quickly go forward one week, one month, or six months from the date you are viewing.
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On the toolbar, click (or tap) Today to quickly return to the current date if you are viewing a date other than the current date.
To filter the view
On the View menu, select Day or Week, and then click (or tap) Done.
Unconfirmed Appointments List View |
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Day View |
Week View |
To view specific providers
On the View menu, select or clear the checkbox of any providers to view or hide the corresponding appointments, and then click (or tap) Done.