Start a conversation

Appointment Statuses


Within the Appointment Calendar, there are nine different statuses available to track the progress of an appointment from the moment a patient schedules until they check out. From Arrival to Checked Out, the changes will be tracked and available for use with our analytic tools.



Scheduled

Scheduled -Use this status when initially scheduling an appointment. Click Save. 



If you hover over the calendar on the schedule you will see the status of the appointment displayed. Please note the initial time stamp of the appointment (time is circled).



Confirmed

Confirmed - Use this status when the appointment is confirmed prior to the scheduled time.  




If you hover over the calendar on the schedule you will see the status of the appointment displayed.




Left Message

Left Message - Use this status if the appointment has not been confirmed, but a message has been left for the patient in an attempt to confirm the appointment



If you hover over the calendar on the schedule you will see the status of the appointment displayed.



Rescheduled

Rescheduled - Use this status if a patient cancels this appoint and reschedules for another appointment. This allows the appointment to be tracked as a part of the patient's record. This will keep the appointment on the schedule, but another may be scheduled at the same time.




If you hover over the calendar on the schedule, you will see the status of the appointment displayed.




Arrived

Arrived - Use this status when a patient arrives at the practice checks into the front office.




The initials AR will appear in the upper right hand corner when you hover over the appointment in the calendar.  

If you hover over the calendar on the schedule, you will see the status of the appointment displayed who created and modified the appointment with time-stamped when the status changed to arrived. 




Checked in - Use this status when the patient is brought back  and roomed for treatment.  



The word IN will appear in the upper right hand corner of the appointment on the calendar.

If you hover over the calendar on the schedule, you will see the status of the appointment displayed who created and modified the appointment with time-stamped.




Checked Out


Checked Out - Use this status when the patient is finished with treatment for that day and is checked out. 




The word OUT will appear in the upper right hand corner of the appointment on the calendar.

If you hover over the calendar on the schedule, you will see the status of the appointment displayed.



No Show


No Show - Use this if a patient does not show for the appointment.  The practice will be able to track the percentage of "no show" in the analytical reporting.



The initials NS will appear in the upper right hand corner of the appointment on the calendar.

If you hover over the appointment on the schedule, you will see the status of the appointment displayed.

 

 

Cancelled

Cancelled - Use this status when a patient cancels an appointment, but does not reschedule.  Do not delete the appointment, as it is important to track cancellations. The appointment will not delete off the calendar.




The initials "CNL" will appear in the upper right hand corner of the appointment on the calendar.  

If you hover over the calendar on the schedule, you will see the status of the appointment displayed.

 

 

 

**All manuals are compliant with HIPPA regulations.  No patient information has been released.  All screenshots above were taken from a test clinic with fake patient information.



Choose files or drag and drop files
Was this article helpful?
Yes
No
  1. Megan Borja

  2. Posted

Comments