After creating the appointment, note the change in the patients’ Appointment Ledger. The Ledger is located above the patient Transaction Ledger (see the General Layout Overview at the start of this manual).
The ledger will show the Appointment date, Time, Provider Initials (Pro) and Appointment Code (Cd). The ledger will also color code depending on the status of the appointment.
- White: future appointments
- Green: current (today) appointments
- Grey: appointments patient ‘arrived’ for – the patient swiped their card at the Sign In or were manually arrived
- Yellow: cancelled appointment
- Red: missed appointment – patient did not arrive for appointment
To view more of the patients appointments, click anywhere on the dates (ex: Thu Dec 3, 2009) to expand the ledger out and allow vertical scrolling. To return the ledger to standard view, click anywhere on the dates again.
It is possible to Reschedule, Cancel, Delete or change an Appointment, by right-clicking on the specific date in the Appointment Ledger. You will be presented with the same menu available from the Appointment Matrix.