Understand Appointment section in Dashboard

19 steps

The appointment section in Dashboard shows you all upcoming appointments for the day, giving you a clear view of your schedule and helping ensure tasks are completed ahead of each visit.

Each appointment lists the office, service, and treatment provider, so you can quickly see who's coming in and where they're scheduled.

Click an appointment to open the appointment sidebar for a more detailed view.

Next to each appointment, a colored dot shows the appointment type — such as consultation, surgery, or post-op — using the same colors as the Schedule.

You can see and update the appointment status as the patient arrives, begins treatment, or checks out, keeping the entire practice aligned on where each visit stands

If an appointment is virtual, a Join Online button appears in place of the status, so you can connect right from the Dashboard

Alongside the status, the task icon shows how many required tasks the patient has completed ahead of their appointment, such as the Health Declaration and Silhouette. Once every task is done, the icon turns green, letting you know the patient is fully prepared.

The icons on each appointment also show if the patient has appointment notes or has reported allergies or bloodborne diseases in their Health Declaration.

To further keep track of the appointment and any pending tasks, you can view whether the appointment has a linked journal entry: a black icon means it's published, while a white one means it's in draft.

If no journal entry exists yet, you can create one directly from the Dashboard, and it will automatically be linked to the appointment.

At a glance, you can also see the financial status of each appointment, helping you stay proactive and avoid last-minute issues.\ \ A $ icon indicates that an invoice has been issued, and when the $ icon is black, it means the patient has paid — making it easy to identify which appointments need follow-up or invoice creation ahead of the visit.

If no invoice exists yet, you can create one directly from the Dashboard.

Click the three dots to see more options for managing the appointment and the patient.

From here, you can: - Create a task for yourself or a colleague - View internal notes - Create a Paperwork packet - Book a follow-up appointment - Reschedule or cancel the current appointment

You can also create a new appointment at any time by clicking the + sign.

Need more patient details? Click the patient's profile picture to open their Patient360 page.

For a more precise overview, use the Office filter to switch between different practices and see only appointments for a specific one.

You can also filter by treatment provider, appointment type, or status, helping you focus on what's most relevant.

Use the date selector to review past or upcoming appointments, helping you stay organized and plan ahead.

Understand Appointment section in Dashboard

19 steps