Why can't I see a patient/appointment I just created?

If a patient or appointment you just created isn't visible, it's usually due to filters, permissions, or clinic assignments rather than the record not being saved.

Common causes:

Clinic filter - You may be viewing a different clinic than where the patient or appointment was created. Check your clinic filter at the top of the page.

Date range - For appointments, ensure you're viewing the correct date or week on the calendar.

User filter - If filtering by specific users, the appointment may be assigned to someone else.

Status filter - Patient status filters may hide newly created patients if their status doesn't match your filter.

Clinic visibility - Your Group permissions may restrict you to viewing only certain clinics. If the patient or appointment was created at a clinic you don't have access to, you won't see it.

Group permissions - Verify your Group has permission to view patients or appointments.

Clinic not assigned - If the patient wasn't assigned to a clinic, they may not appear in clinic-filtered views.

How to troubleshoot:

1. Clear all filters - Remove clinic, date, and status filters to see everything
2. Check the patient dashboard - Search for the patient by name in the global search
3. Verify clinic assignment - Open the patient record and check which clinic they're assigned to
4. Refresh the page - Simple browser refresh can resolve display delays
5. Check with the creator - If someone else created it, ask them to confirm which clinic and details they used

Further reading:

• Why can't I access certain clinics or features?
• Patient statuses