Navigate Calendar

Access Calendar

• On the Dashboard, click the Calendar tab. The Calendar opens.
  Tip: The calendar can also be accessed by hovering over the Platform icon and clicking Calendar.

Navigate Calendar

1. Switch View: Click to toggle between the Dashboard and Calendar.
2. Calendar View: Click to view the calendar by Day, Week, or Month. The daily calendar opens by default.
3. Print: Click to print the Daily Schedule, Encounter Forms (by last name or time), or Patient Balances.
4. Check Eligibility For All: Click to check insurance eligibility for all patients scheduled that day.
5. Find Available Appointment: Click to book the next available appointment using key filters like provider, visit reason, and location.
6. New Appointment: Click to schedule a patient, group, or other appointment.
7. Settings: Click to manage visible hours & days, calendar time increments, or to access calendar settings.
8. Calendar: Click to navigate to a specific date.
9. Filters: Set filters to view appointments.
   • Click to select all or specific Providers, Staff, Rooms, Equipment, or Service Locations to view their appointments. The service location filter will not be shown if the practice only has one location.
10. Navigation: Click to navigate between days, weeks, or months (depending on the selected calendar view).
11. Current Time: Click to return to the current day and time when viewing other days and times.
12. Zoom: Click to make the time slots smaller (- Zoom) or bigger (+ Zoom).
13. Drag and drop: To move the appointment to a different time slot or a different provider, drag and drop the appointment.
14. Time Slots: A solid color-coded block indicates a time slot was set up for the provider via Schedules. Review the legend to determine the purpose of each color-coded time slot.
15. Custom Breaks: A solid gray block indicates a custom break was set up for the provider via Schedules.
16. Breaks: A block with diagonal lines indicates a break created for a provider through Calendar Settings.
17. Appointment: Click on an appointment to view or edit patient appointment details or group appointment details.
    • Visit Reason: The left colored bar indicates the visit reason.
      Note: The practice must configure the visit reason colors to display on the calendar.
    • More Actions: Right-click on the appointment to edit the appointment, delete the appointment, or click Appointment Details to view the appointment card.
    • Additional Details: Icons on the appointment and specific shaded color boxes indicates additional details about the appointment. 

Additional Appointment Details