View Appointment Details

You can use your schedule to view appointments and appointment details.

Tip:

The ability to view patient advisory icons and the ability to view treatment plan indicators on the schedule is available to a limited number of customers but may be generally available at a later date. If you want to use this functionality, contact your Oracle representative.

To view appointment details:

1. Select the appropriate view.
2. In the List, Day, and Week views, scroll up and down as needed to view additional appointments. In the Month view, select +[number] more to view additional appointments for a selected day.

   Note:

   If you are not associated with the organization for the appointment, you cannot view the appointment.
3. Review the appointment details as needed. The following information is displayed for each appointment in the following views:

Agenda view:

• Patient photo (if available)
• Appointment time and duration
• Appointment status
• Patient location
• Patient name and chosen name (if applicable)
• Age, sex, and birth date
• Visit type
• Reason for visit or chief complaint (if documented)
• Facility
• Patient advisory icons:
• • Suicide risk
• Treatment plan indicators:
  • Indicator when a patient has no active treatment plan
  • Indicator to note the number of active treatment plans for the patient
  • Indicator to note the number of overdue treatment plans for the patient

Day view:

• Patient name, sex, and birth date
• Appointment date
• Appointment status
• Patient location
• Visit type
• Reason for visit or chief complaint (if documented)
• Patient advisory icons:
• • Suicide risk
• Treatment plan indicators:
  • Indicator when a patient has no active treatment plan
  • Indicator to note the number of active treatment plans for the patient
  • Indicator to note the number of overdue treatment plans for the patient

Week view:

• Patient name and birth date
• Visit type
• Reason for visit or chief complaint (if documented)
• Patient advisory icons:
• • Suicide risk

Month view:

• Appointment time
• Patient name
• Visit type
• Patient advisory icons:
• • Suicide risk

Note:

In the Day and Week views, the appointment time is displayed in the time grid on the left of the schedule.

4. To view additional information about the appointment, including an AI-generated patient summary, select anywhere in the appointment row, except the patient's name, to expand the appointment. In the Agenda view, the appointment is expanded and any additional details are displayed, if available. In the Day, Week, and Month views, a dialog box is displayed with the additional details.