Overview of filtering
and coloringappointments
Appointments can be filtered to display a subset of appointments.
UsingUse the Filter by drop-down menu in the upper, left-hand area of the Scheduling screen
,to filter appointments by:
People
Resources
Event type
Filtering by people
ClickOn the Scheduling screen, click the Filter by drop-down menu, and select People.
Select the check box next to the desired
provider(s) to see appointments assigned to
the provider(s).
Tip Colors for providers can be adjusted within the Setup menu. See:
Creating new users for more information.
Filtering by resource
ClickOn the Scheduling screen, click the Filter by drop-down menu, and select Resources.
Select the check box next to the desired
resource(s) to see appointments assigned to
the resource(s).
Tip To color code the appointments by appointment type, but keep the filtering by provider or resource, click the Color by appointment type check box.
Filtering by event type
ClickOn the Scheduling screen, click the Filter by drop-down menu, and select Event type.
Select the check box next to the desired event
type(s) to see appointments assigned to
the event type(s).
Tip
Event type colors can be adjusted within the Setup menu. See:
Setting up event types for more information.
Filtering by appointment status
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On the Scheduling screen, click the Status drop-down menu
.
Select a status
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The appointment status filter is applied in addition to other filters (e.g. clinic, provider. resource). If selecting <Any>, all appointments matching the other filters are displayed, regardless of appointment status. |
Viewing Cancelled or No Show Appointments
- Right-click on the appointment that you are marking as Cancelled or No show
When the Confirm operation box appears and asks if rescheduling is required, select Yes or No.
- If Yes is selected, the appointment will appear in the schedule when the <Active> filter is used, but the appointment will be grayed out. A reminder will also be placed in the action required panel.
- If No is selected, the appointment will appear in the schedule when the <Inactive> filter is used, but the appointment will be grayed out.
option to see only events with the designated status. Status descriptions include:
Status | Description | Additional Information |
|---|---|---|
<Active> | Displays all appointments which are not Cancelled or No show, as well as Cancelled/No Show appointments which still require rescheduling. | |
<Inactive> | Displays Cancelled or No show appointments (which have already been rescheduled or do not require rescheduling), as well as Deleted appointments. | |
Confirmed | Displays firmly established appointments. | |
Tentative | Displays unconfirmed appointments. | |
No Show | Displays appointments for patients who neither kept nor cancelled their appointment. | |
Cancelled | Displays appointments that will not take place. | |
Left Message | Displays appointments in which a communication was left for a patient who could not be contacted directly. | |
Arrived | Displays appointments in which a patient is in the waiting room. | |
In progress | Displays appointments which are currently taking place. | |
Completed | Displays appointments which are finished. |
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The appointment status filter can be applied on top of other filters (e.g. people, resource, event type). See: Editing existing appointments for more information. |
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