4 Visits and Scheduling

You can view current and past visits, view clinical notes and visit summaries, and schedule new visits. You can also reschedule or cancel a visit.

Visits are appointments with a care team or provider. Visits can occur in-person or virtually through video visits. Other types of visits include diagnostic services, care coordination activities, and other administrative encounters.

Your clinic may or may not provide the ability to self-schedule visits through Patient Portal.

• If your provider includes the ability to self-schedule visits, you can use the Schedule Visits feature to schedule a visit with your provider. See Schedule New Visits (Find New Care) in the Patient Portal for more information.

• If your provider does not include the ability to self-schedule visits, you may need to send a message to request an appointment (if this feature is available to you) or call the office.

To schedule a new visit, from the navigation menu, select Visits, and then select Make an Appointment (or similarly named button), typically displayed in the upper-right corner.

You can schedule the following types of visits:

• Schedule with your care team: Select the name of the care team if you want to schedule a follow-up or return visit with that care team.
• Favorites: Select Schedule Again next to visits displayed from your Favorites list.
• Find new care: Select Find New Care to schedule all other visit types.

See the other topics in this section for more information about visits, including how to view visit details, visit summaries, and clinical notes. You can also get ready for a visit and complete any questionnaires.

• View Visit Details in Patient Portal
  You can view details about a visit, including any related documents, by selecting it.
• Schedule New Visits (Find New Care) in the Patient Portal
  After signing in to your patient portal account, you can search for and schedule a visit with a new provider.
• Schedule Follow-Up or Return Visits in Patient Portal
  Once you have already seen a provider, you can schedule a return visit with that provider. This feature is useful when scheduling follow-up visits.
• Add to Calendar in Patient Portal
  You can add any upcoming, non-canceled visit to the personal calendar on your device.
• Reschedule a Visit
  Depending on your healthcare organization and account settings, you may be able to directly self-reschedule an upcoming visit.
• Cancel a Visit in Patient Portal
  Depending on your healthcare organization and account settings, you might be able to directly cancel an upcoming (but not yet completed) scheduled visit.
• View the Visit Summary for a Past Visit in Patient Portal
  Visit summaries are documents created by Patient Portal after a patient's visit with a care team. Visit summaries can provide an overview of what occurred during the visit in relation to your overall health history. 
• View Clinical Notes for a Past Visit in Patient Portal
  Clinical notes might be available for a completed visit with a care team. Clinical notes can include any information or documents provided by the care team, such as discharge instructions, history and physical, procedure notes, or consultations.
• Manage and Schedule Favorite Visits in Patient Portal
  You can set visit types as favorites so that you can quickly schedule that visit type again.
• Book Again a Completed Visit in Patient Portal
  The book again feature allows you to schedule a new occurrence of a completed appointment.