Who is this for: front desk staff and practitioners.
This article explains how an appointment moves through its statuses: Arrived, In treatment, Occurred, and No-show.
Set an appointment's status from the appointment detail pop-up. Open this pop-up either from the dashboard by clicking an appointment in the appointments list, or from the calendar by clicking an appointment. It is the same pop-up with the same options in both places.
In the pop-up you set the appointment status only. The status action bar has four buttons: Arrived, In treatment, Occurred, No-show.
Arrived: set manually, typically by front desk when the patient checks in.
In treatment: can be set manually in the pop-up, and is also set automatically when the practitioner opens the medical record.
Occurred: set manually. Marks that the appointment has taken place.
No-show: set manually. Marks that the patient did not attend.
You set Arrived in the pop-up; the patient then appears in the Arrived section in the dashboard sidebar, so front desk can see at a glance who has checked in.
After the appointment, the dashboard also shows To be paid and Open records states, which are driven by the medical record rather than by this pop-up. See the "How to use the dashboard" article for how those work.
The complete overview of the popup window
Frequently asked questions
How do I mark an appointment as occurred?
Open the appointment detail pop-up (from the dashboard appointments list or from the calendar) and click Occurred in the status action bar. This marks that the appointment has taken place.
How do I mark a patient as arrived?
Open the appointment detail pop-up and click Arrived in the status action bar. The patient then appears in the Arrived section in the dashboard sidebar.
How do I set an appointment to in treatment?
Click In treatment in the status action bar of the pop-up. This is also set automatically when the practitioner opens the medical record.
How do I mark a no-show?
Open the appointment detail pop-up and click No-show in the status action bar. This marks that the patient did not attend.
Where do I see the status of an appointment (arrived, in treatment)?
The dashboard sidebar shows Arrived and In treatment sections reflecting the statuses set in the pop-up, so you can follow each patient's progress through the day.