Appointments List

overview appointments list feature the appointments list view gives clinics the ability to send out multiple appointment reminders to patients, which can help to save valuable administrative time it also provides another way of viewing and filtering through any upcoming appointments details such as confirmation status, notification methods, dates and times, pos, and provider are all visible from this view the following article will focus on the functionality of the appointments list view in profile there are also some helpful videos that cover this feature in the videos folder click on working with the appointments list view docid\ n7lklfnhossz9pniatpjg and exploring the filter options in the appointments list view docid\ ynurdrnpwxupwvvvy9dp2 to watch each of the videos directly view upcoming appointments and confirmation details go to control centre / schedule / appointments list in the appointments list view, clinics can see upcoming appointments, and associated details the patients name, confirmation status, how they can be notified, the date and time of the appointment, pos, provider, and whether or not the appointment type is for telemedicine can all be seen here this list can also be modified and/or added to confirmation status is visible by the icons that appear in the confirmed column if the patient has confirmed their appointment, a green circle with a white tick mark will appear if the space is empty, it means that the patient has not confirmed their appointment the available notification types are visible by the icons that appear in the notifications column these identify the available ways in which a patient can be reached if the appointment is a telemedicine appointment, the black video camera icon appears in the column with the white video camera a blank space indicates that the appointment is not a telemedicine appointment toolbar items there are a number of toolbar icons in the appointments list view edit current appointment tick all appointments untick all appointments print letters for ticked appointments print list of ticked appointments send email notifications for ticked appointments send message notifications for ticked appointments make phone calls for ticked appointments send telemedicine links to the ticked appointments show/hide quick search panel refresh view view, modify, and create filter views filters can be set up and used to change views in the appointments list potential filter views could focus on all appointments for the current day, for the next day, for a particular provider, and so on select a different filter view click on the downward arrow in the view drop down list and choose the required filter view modify a filter view to modify a filter view select edit choose the filter view needing modification change its name in the view description box change the necessary details in the in the drop down lists, and boxes in the general and presentation tab select apply to confirm the changes create a new filter view to create a new filter view click on the new button enter in the name of the new filter view in the view description box select the appropriate items in the drop down lists, and boxes in the general and presentation tab select apply to confirm the changes send multiple appointment reminders to patients select each patient that requires an appointment reminder by ticking the relevant box depending on the notification type (provided by the patient, and specified in the notifications column) click on either the send message notifications for ticked appointments, or send email notifications for ticked appointments email and sms messages will be sent automatically a confirmation window will appear click ok to close the confirmation window open appointments list first function the control centre can be modified to open first on the appointments list view if this view will be used often, doing so can help to save valuable time right click on the blue, left navigation panel in control centre and select preferences choose appointment lists from the drop down list in the show view on open field click ok the appointments list will now be the first view to open in the control centre learn more to learn more about appointment lists, please read the following articles