Use Calendar Views
Change the schedule view and filter appointments.
Use calendar views to focus on a day, week, month, or list of appointments.
Who does this: Front desk staff, providers, and clinic administrators.
Steps
Open Schedule from the main menu.
Select Day, Week, Month, or List.
Use the date controls to move forward or back.
Select Today to return to the current date.
Choose All Providers or My Schedule.
Use Search appointments... to find a patient, provider, or appointment type.
The calendar updates to match your filters.
Tip: Use List when you need to scan several appointments quickly.
Troubleshooting
I cannot see another provider's appointments. Switch from My Schedule to All Providers.
Search finds nothing. Clear the search box and check the date range.
Related
- Before this: Schedule a New Appointment
- After this: Reschedule or Cancel Appointments
- Instead: Find and Filter Patients
Need help? Contact your administrator or reach out to support.