Track Appointment Status

1. Go to Schedule > Appointment Dashboard.
2. View the appointments based on the type of appointments, like “Walk-in” or “Telehealth”, “Group Appointments”, and “Appointment Waitlist”.

3. At the top of the dashboard, filtering options are available to help quickly locate appointments.
4. Users can filter appointments using:
   • Search Patient → Search by patient name
   • Select Facility → Filter by facility location
   • Start Date / End Date → Filter appointments within a date range
5. Once filters are applied, the appointment list updates automatically based on the selected criteria.
6. Click on the “Eye” icon form the list to view statuses based on the timeline in which the status has been changed

7. When an appointment status is marked as Arrived, the “Add Note” button becomes available in the Note column.
8. Click “Add Note” to open the notes window and begin documentation for the appointment.

9. As for filtering with Appointment Status, you can check and uncheck all status in a single go by clicking on the “Check” and “Uncheck” button or you can just check and uncheck individual status based on your preference.