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.