Confirming Appointments
There are several ways to confirm an appointment, depending on where you are in the software. A note is created automatically in the appointment record when an appointment is confirmed.
You can confirm an appointment in the following ways:
- Day viewDay view
When you click on an appointment, the appointment flyout is displayed. Click Confirm.
You can click the Confirmation Overlay to highlight unconfirmed appointments. - Confirmation listConfirmation list
When you generate a Confirmation List, place your cursor over the appointment you want to confirm. The Rebook, Cancel, and Confirm buttons become active. Click Confirm.
- Patient searchPatient search
When you use the search field to find a patient, the patient's scheduled appointments are listed in the flyout. Click the triangle to expand the options, and then click Confirm.
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Appointment cardAppointment card
The Confirmed status is displayed under Appointment Details. Click Yes.
If a patient has a preferred method of contact noted in the patient record, that method is highlighted in the patient contact information. If an e-mail address is present, you can click the link to create an e-mail.
Checking the Patient In and Out