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Review a Patient's Past and Upcoming Appointments
Review a Patient's Past and Upcoming Appointments

By following these instructions, users can easily access a patient's appointment history and upcoming schedule.

Updated over a week ago

2. Click "Patients"

3. Search the patient's name and click on their profile

4. Click "More Info"

5. Click "Upcoming Appointments (0)"

Tip: Side note! The number in parenthesis is the number of upcoming appointments they have booked

6. From here, you will be able to see all upcoming and past appointments! This section will also include the status, service name, provider name, clinic, notes and date of the appointment.

Tip: Side note! The patient will be able to view their past and upcoming appointments in their patient portal as well

You're done!

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