Scheduling Appointments > Understanding the Patient Appointments Window

Viewing Appointments for a Family

You can confirm, cancel, view, and schedule appointments for each family member. You can also view history and pending appointments for all family members or access the Single Day View window from the Family Appointments window.

To view appointments for a family:

1. Select an option:

2. From the Patient List window:Select a patient from the appropriate family, and select Appointments from the Options section of the Express bar or the Options menu.

3. From the Patient window:Select Appointments from the Options section of the Express bar or the Options menu.

The patient Appointments window is displayed.

2. Click Family Appointments. The Family Appointments window is displayed.

3. Select an option:

4. To include past appointments in the list:Select Include History Appointments. History appointments are displayed in purple.

5. To include pending appointment entries in the list:Select Include Pending Appointments. Pending appointments are displayed in grey.

6. To confirm a patient appointment:Select the appointment, and click Confirm. The appointment is confirmed, and the appointment text is black.

7. To cancel a patient appointment:Select the appointment, and click Cancel. The appointment tile is displayed. Type a reason for the cancellation and click Cancel Appointment.

8. To view the details of a patient appointment:Select the appointment, and click View. The appointment details are displayed. After you view the details, click Close.

9. To reschedule a patient appointment:Select the appointment, and click Reschedule. The floating appointment is displayed in the Single Day View window. Drag it to a suitable appointment, and click Close.

4. Click Close twice.