Appointment Scheduler: View appointment details
Hover of or click an appointment from the Schedule for Today window to quickly see an appointment’s details.
Before you start
Security
- Appointment – Schedule for Today
- Appointment – View Appointments
Important!
- The colors of the Reasons for visit, on the Appointment Scheduler, is based on the reason for visit defaults.
View appointment details
- Navigate to Toolbar > Appointment Scheduler.
- Do either of the following:
- Hover your mouse over an appointment to see detailed patient and appointment information.
- Right-click on an appointment and click View to see basic appointment information.
- Hover your mouse over an appointment to see detailed patient and appointment information.
Additional Information
Hover
- Displays patient species icon, patient information, reason for visit and appointment beginning and ending times.
- Details include check-in time for currently checked in patients, and checked-out status after the patient has been checked out.
View
- Only the Primary phone will display using hover. All client phones will display using View.
- Appointment items on an appointment will populate the Appt. amt. field.
Related Reports
- Appointments Report
- Appointments Report – Summary
