View the Appointments Dashboard

The Appointments dashboard displays a list of past, favorite, and upcoming appointments for you (or the patient in context).

The dashboard includes information only for the currently selected person. If you manage the accounts for others, select the User (Switch Profile) menu to switch the user. Switching the user changes the dashboard to display information for the selected person. The dashboard includes these pages:

• Upcoming: All appointments with future date (both scheduled and unscheduled).
• Past: All appointments with a past date that were canceled, completed, or missed.
• Favorites: Appointment types you previously added as your favorite. (To add an appointment type as a favorite select Add to Favorites from the More Actions menu on an appointment card. See Manage Favorite Appointments for more details on adding favorites.)

To view a page, select its tab at the top of the dashboard.

1. Optionally, use the search bar at the top of the Appointments (Past) page to search for past appointments by date, provider, medical facility, or appointment type.
2. Select an appointment card to view its details. See Appointment Details for more information.