Navigate Calendar

Access Calendar

• Hover over the Platform icon and click on Calendar. The Calendar opens.

Navigate Calendar

1. Click to view the calendar by Month, Week, or Day. The daily calendar opens by default.
2. Calendar Settings: Click to manage calendar time increments, visit reasons, rooms, office hours, and time off and holidays.
3. Run Eligibility Check for All: Click to check insurance eligibility for all patients scheduled that day.
4. Print: Click to print the Daily Schedule, Encounter Forms, or Patient Balances.
5. Filters: Click to select or clear the checkboxes to filter calendar viewing options.
   • Providers: Displays all providers.
   • Staff: Displays all staff members.
   • Equipment: Displays all equipment.
6. Current Time: Click to return to the current day and time when viewing other days and times.
7. Click to navigate between days, weeks, or months (depending on the selected calendar view).
8. Zoom: Click to make the time slots smaller or bigger.
9. Click on an appointment to view or edit patient appointment details or group appointment details.
   • The left colored bar indicates the visit reason.
     Note: The practice must configure the visit reason colors to display on the calendar.
10. A shaded box indicates a custom break time created for a provider through Calendar Settings.

Appointment Icons