Change Patient Appointment Status

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Updated: 12/24/2025 | Views: 24354

The Dashboard provides an efficient process for managing and tracking patients throughout the office visit after scheduling a patient appointment. An appointment status can be changed from different locations: the patient's appointment on the Dashboard, the appointment card, and the Edit Patient Appointment or Edit Group Appointment page.

Scheduled Appointments The status is automatically changed to Confirmed when patients confirm their appointment via the appointment reminder. Mark Patient as Arrived When a patient arrives for an appointment, initiate the check-in process. Click the Scheduled tab on the Dashboard. Patient appointments for the day that are not checked in displays. Click the drop-down arrow and select Arrived. The appointment moves to the In Office tab.
In Office Appointments After an appointment is moved to the In Office tab, the clinical note status displays as Note not started. Clinical staff can create a note from the appointment. Once the note is created, the status updates to Note in progress. Mark Patient as Checked In When a patient has been marked as Arrived and the front office check-in process is complete, change the appointment status to Checked In. Click the In Office tab on the Dashboard. All patients scheduled for the day who have an in-office status displays. Click the drop-down arrow and select Checked In. The appointment stays in the In Office tab.
Room Patient If applicable, assigned to an exam room to the appointment. Click the In Office tab on the Dashboard. All patients scheduled for the day who have an in-office status displays. Click the drop-down arrow and select Roomed. Then, select a room. The appointment stays in the In Office tab and status updates to Roomed.
Finished Appointment Once the patient visit is completed, mark the patient as checked out. After the clinical note for the appointment is signed, the note status updates to Note Signed. Click the In Office tab on the Dashboard. All patients scheduled for the day who have an in-office status displays. Click the drop-down arrow and select Checked Out. The appointment moves to the Finished tab. If applicable, schedule a follow-up appointment for the patient.
Other Status If applicable, change an appointment to No Show, Rescheduled, or Cancelled. Click the Scheduled tab on the Dashboard. Patient appointments for the day that are not checked in displays. Click the drop-down arrow and select No Show, Rescheduled, or Cancelled. The appointment moves to the Finished tab.
Click the Finished tab. All appointments with the status of Checked Out, No Show, Rescheduled, or Cancelled displays.

Scheduled Appointments

Mark Patient as Arrived

In Office Appointments

Mark Patient as Checked In

Room Patient

Finished Appointment

Other Status