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Appointments

Requires Appointments permission.

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Calendar views

Open Appointments to switch between month, week, day, and agenda views. Filters and saved presets help you focus on a provider, department, or status. Use the Guide hint on the page for a short reminder and a link back here.

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Book a visit

1. Choose a slot, click Book appointment, or press ⌘K / Ctrl+K and run Book appointment.
2. Select the patient (or create/link as your workflow allows).
3. Set time, provider, department, and notes.
4. Save. The visit appears on the calendar.

Provider working hours and availability can be set on the provider’s Profile. Departments are configured under Workspace settings.

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Status

Status moves through your clinic’s workflow: Scheduled → Confirmed → Checked in → In progress → Complete. You can skip rungs when it matches how the visit actually went:

• Hover a Scheduled or Confirmed event and choose Check in without opening the detail pane.
• For a same-day scheduled visit, open the event and choose Check in & start to skip Confirm and Check in in one step.
• No show stays on the pane for scheduled and confirmed visits. It is disabled until 15 minutes after start, with the ready time on the button (for example No show (available after 10:15)).

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Edit or cancel

Open an appointment to change details or remove it. Closing the book/edit dialog or refreshing the page with unsaved changes prompts you to discard or keep editing.

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Tips

• Press ⌘K / Ctrl+K and run Book appointment to open the booking form from anywhere.
• After Overview and Patient records, new members continue here in the first-day walkthrough. Restart the appointments tour from Take a tour if you want guided tips again.