Appointments

Requires Appointments permission.

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.

Book a visit

Choose a slot or New appointment.
Select the patient (or create/link as your workflow allows).
Set time, provider, department, and notes.
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.

Edit or cancel

Open an appointment to change details or remove it. Status can move through your clinic’s workflow (for example scheduled → confirmed → checked in), depending on what your workspace uses. Closing the book/edit dialog or refreshing the page with unsaved changes prompts you to discard or keep editing.

Tips

Press ⌘K / Ctrl+K and type “Appointments” to jump here.
Restart the appointments tour from the user menu if you want guided tips again.