Patient appointment statuses

You can mark appointments as patient arrived, confirm appointments,  rescheduled appointments, mark an appointment as a no show and more in the calendar or the patient dashboard. These are small UI indicators as shown in this article.

When marking an appointment as rescheduled, a user can add a note to be added to the patient's profile. This is optional as default but can be set to be required in the calendar settings.

In this article we'll cover how to:

• mark a patient as arrived.
• mark an appointment as confirmed.
• mark a patient as no-show.
• mark an appointment as rescheduled.
• mark a patient as checked out.
• mark the appointment as no answer.
• mark the appointment as voicemail left.
• un-confirm or un-mark any of the options.

Mark a user as arrived

• Navigate to Calendar.
• Locate the required appointment, then click More options. 
• Click the Appointment status text.
• Click the Patient arrived text. 

• You'll see a confirmation message

• Click Confirm and the patient will be marked on the calendar as arrived.

Notification of patient arriving

The user the appointment is assigned to will receive a notification that their patient has arrived.

Confirm an appointment

• Navigate to Calendar.
• Locate the required appointment, then click More options. 
• Click the Appointment status text.
• Click the Confirmed text. 

• You'll see a confirmation message

• Click Confirm and the appointment will be marked as confirmed.

Mark an appointment as a no-show

• Navigate to Calendar.
• Locate the required appointment, then click More options. 
• Click the Appointment status text.
• Click the No-show text. 

• You'll see a confirmation message

• Click Confirm and the appointment will be marked as a no-show.

Mark an appointment as rescheduled

• Navigate to Calendar.
• Locate the required appointment, then click More options. 
• Click the Appointment status text.
• Click the Rescheduled text. 

• You'll see a confirmation message
• Add an optional note (required if set in the organisation settings).

• Click Confirm and the appointment will be marked as a rescheduled.
• If provided, a note will be added to the patient's note section.

An appointment marked as rescheduled will slightly reduce the opacity of the background colour, giving an extra visible indicator.

Mark an appointment as a no answer

• Navigate to Calendar.
• Locate the required appointment, then click More options. 
• Click the Appointment status text.
• Click the No answer text. 

• You'll see a confirmation message

• Click Confirm and the appointment will be marked as no answer.

Mark an appointment as a voicemail left

• Navigate to Calendar.
• Locate the required appointment, then click More options. 
• Click the Appointment status text.
• Click the Voicemail left text. 

• You'll see a confirmation message

• Click Confirm and the appointment will be marked as voicemail left.

Mark an appointment as checked out

• Navigate to Calendar.
• Locate the required appointment, then click More options. 
• Click the Appointment status text.
• Click the Checked out text. 

• You'll see a confirmation message

• Click Confirm and the appointment will be marked as checked out.

An appointment can only be marked as checked out if the patient has been marked as arrived or no show.

Un-confirm appointment statuses

All appointment statuses can be unconfirmed. Here we will un-confirm the patient's arrival. 

• Navigate to Calendar.
• Locate the required appointment, then click More options. 
• Click the Appointment status text.
• Click the Patient not arrived text. 

• You'll see a confirmation message

• Click Confirm and the appointment will be un-marked as patient arrived.

Repeat this for Confirmations and No-shows.