View Appointment Details

This topic provides information about viewing appointments and appointment details in any schedule view.

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

Day view:

• Patient name, sex, and birth date
• Appointment date
• Appointment status
• Patient location
• Visit type
• Reason for visit or chief complaint (if documented)

Week view:

• Patient name and birth date
• Visit type
• Reason for visit or chief complaint (if documented)

Month view:

• Appointment time
• Patient name
• Visit type

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.