The Appointments tab is a where you can see a patient’s past and future appointments, as well as any outstanding appointments requested from a treatment plan.

If a patient calls to find out any information about their appointments, this is the place to look.

The summary at the top of the screen gives a handy rundown of the patient’s appointment behaviour - how many completed, cancelled and missed appointments as well as an indication of whether they arrive on time.

Appointments requested from a treatment plan are shown here. 

Find out more about unbooked appointments, how to view them and how to book them into the calendar in our dedicated guide here.

These are the patient’s past and future appointments. Their status will show on the right and the date and time on the left is a link that will take you to that appointment in the calendar.

The edit button next to each appointment allows you to make changes to that appointment. From here any of the details of the appointment can be changed, or notes added.

If an appointment has been cancelled or the patient failed to attend, there will also be an option to duplicate that appointment and add it to the clipboard, to make rebooking quick and easy.

This will create a duplicate of the missed or cancelled appointment and place it directly on the clipboard, ready to book. If you then click on the ‘On Clipboard’ line, you will be taken to the calendar, ready to place the appointment where required.