Track Scheduled Appointments
View a list of scheduled appointments by completing the following instructions. Scheduled appointments will reflect a status of pending, completed or missed.
- Go to Matrix > Appointments.
- Input a Beginning Date and an Ending Date.
- Click Use Selected Date Range.
- Access the field and select Scheduled from the dropdown menu. Note: Update the doctors and locations fields, if needed.
- Click Refresh.
- The information displayed in the columns can be updated. Click the arrows icon within the column header to view a list of options.
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View when the appointment was scheduled and by whom
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You can view the date the appointment was created by right-clicking the appointment, selecting 'Appointment Info,' and reviewing the top-left corner of the window for the creation date.
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Additionally, you can identify the appointer. The appointer is the person that scheduled the appointment.
