How to View a Patient's List of Appointments?

How to View a Patient's List of Appointments?

  1. Go to the search box which is situated in the top right corner of the main menu as shown below.

  1. Search the patient whose information you want to edit. 

  2. That will open the patient chart of the searched patient as shown below. 

  1. Go to the Appointment tab from the left menu as shown below.

  1. It will show you the list of all the appointments (i.e.)Past Appointments and Upcoming Appointments as shown below. 

  1. Various functions can be carried on appointments. Upcoming appointments can be edited and deleted. Past Appointments can be edited, one can download its CCDA, one can send CCDA to the patient, and one can view the CCDA. 

  2. To edit appointments click on the Edit icon as shown below, which will allow you to edit the appointment and after editing the appointment details click on Upload button and your appointment will successfully be edited. 


  1. To delete the future appointments, click on the Delete Appointment icon as shown below. One cannot delete the Past Appointment. 

  1. When clicked on the Delete Appointment icon, it will ask you to enter the reason to delete the appointment as shown below. After entering the reason click on the Delete button and our appointment will be deleted successfully.


  1. One can also download the CCDA for the past appointment by clicking on the Download CCDA icon as shown below.


  1. One can send the CCDA to the patient by clicking on the Send CCDA to Patient button as shown below. 

  1. After clicking on Send CCDA to Patient button, you will be asked to enter a few details as shown below. After filling up the details click on the Send button and your CCDA for a particular appointment will be sent to the patient. 

  1. One can also view the CCDA by clicking on the View CCDA button as shown below.

After clicking on that icon you can view the CCDA for the particular appointment. Below image shows the CCDA.

  1. The Appointment module also gives a functionality to print the Future and Past Appointments as shown below.  


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