The Patient Appointment List provides a complete view of a patient’s past, current, and future appointments. Use this screen to review appointment history, check statuses, and take action on upcoming visits.
The Patient Appointment List screen can ben accessed from several areas within the database. Primarily it can be accessed from the iScheduler allowing users to provide and confirm appointment details for patients.
To access the Patient Appointment List screen from the iScheduler you will want to click the calendar icon on the right upper corner to the left of the patient search text area.
*By default when the Patient Appointment List screen is opened it will display all appointments for the patient grouped by appointment dates.
Screen Layout
Patient Information (Top-Right)
Displays patient details: Patient Flags, ID, Name, Date of Birth (Age), Gender
Available Filters
- Date Range: Filter appointments by start and end date.
- Status: View appointments by status (e.g., Scheduled, Confirmed, Cancelled).
- Type: Select by appointment type.
- Resource: Filter by provider/staff.
- Location: Narrow results to a specific clinic or site.
- Quick Filters:
- All – shows all appointments
- No Show – missed appointments
- Cancelled – cancelled visits
- Checked Out – completed visits
- Reset Filters: Clears all filters.
Appointments List
Appointments are grouped by timeframe:
- Future
- Today
- Yesterday
- Last Two Weeks
- Last 30 days
- Older
Columns displayed:
- Start / End – Date and time of appointment
- Scheduled – Resource the appointment is scheduled with
- Location – Service location the appointment is scheduled at
- Status – Appointment status
- Type – Type of appointment
- Chief / Comment – Chief complaint or comment for the appointment
- Cancel Comment – Appointment cancelation comment
- Action – Options to View or Cancel the appointment
Footer
Displays the total number of appointment records being displayed.
