Locating a patient's appointments

You can locate a patient's past, future, and recare appointments from that patient's record. Then, if necessary, you can view that appointment on the schedule.

To locate and view a patient's appointments

  1. If the correct patient is not already selected, use the Patient Search box to access the patient's record.

  2. View the patient's appointments from one of the following areas:

    • On the patient's Overview page.

      Do the following:

      1. If the patient's Overview page is not already open, do one of the following:

        • Click (or tap) the Patient menu.

        • On the Patient menu, under General, select Overview.

        The patient's Overview page opens.

        The Appointments box displays the patient's next and last appointments and the number of missed appointments.

    • On the patient's Appointments page.

      Do the following:

      1. On the Patient menu, under General, select Appointments.

        The Appointments page opens.

        The page lists all the patient's recare, future, past, and missed appointments.

  3. Click (or tap) the Date/Time link of an appointment to view that appointment on the schedule. The Date/Time is a link only if the appointment pertains to the location being viewed.

    Notes:

    • You can click (or tap) an appointment's Office icon to view the location that that appointment is in.

    • On the Recare tab, primary recare types are bold for quick identification.