Overview of filtering
and coloringappointments
You can filter the appointments in the scheduling systemAppointments can be filtered to display a subset of appointments.
Using the filtering panelUse the Filter by drop-down menu in the upper, left-hand area of the
schedulingScheduling screen
, you canto filter appointments by:
- Provider
People
- Resource
Resources
- Appointment
Event type
- Appointment status
| Info | ||
|---|---|---|
| ||
Appointments are usually color-coded based on the selected filter (Appointment type, provider, resource). However, you can select the Color by appointment type check box to color by appointment type, while still using the selected filter. |
Filtering by provider
Click theFiltering by people
On 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
Filtering by appointment type
Clicknext 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
On 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
| Anchor | ||||
|---|---|---|---|---|
|
On the Scheduling screen, click the Status drop-down
The schedule displays only appointments which match the selected status.
menu.
Select a status 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. |
| Note |
|---|
The appointment status filter is applied in addition to can be applied on top of other filters (e.g. clinic, provider). If you selecting <Any> all appointments matching the other filters are displayed, regardless of appointment statuspeople, resource, event type). See: Editing existing appointments for more information. |
| Panel | ||||||
|---|---|---|---|---|---|---|
| ||||||
|
| Panel | ||||||||
|---|---|---|---|---|---|---|---|---|
| ||||||||
|
|
|