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View Detailed Appointment List

Use the List mode of your schedule to see the list of appointments for a specific date, or optionally view the Arrival Log.

How to Get Here

  1. Open Your Scheduler​

    • You can open this feature in multiple ways: Use the method that's most convenient for you.

    You can open this feature in multiple ways: Use the method that's most convenient for you.

    Home ribbon bar or Quick Access toolbar​

    Clicking the Scheduler icon from either the Home ribbon bar or your Quick Access toolbar while a Scheduler session is already active can either bring the open Scheduler tab to the front of your Edge Cloud window, or open another Scheduler tab. See "Scheduler User Options" for details about setting up this option.

    Patient Folder​

    You can open your Scheduler to a specific appointment by clicking the appointment link wherever it appears in the patient folder, such as on the Patient Information Panel, the Family panel, or the Appointments panel of the patient folder Home page, on the Treatment Hub page, or by hovering over the patient name in your Stacks widget.

    tip

    If you have multiple Scheduler tabs open, clicking a patient appointment link will bring the left-most tab to the front of your Edge Cloud window. Note that before you click the link, you can reorder your tabs by simply dragging them into place, thus selecting which Scheduler tab you want to work with. See "Scheduler User Options" for details about enabling/disabling the multiple Scheduler option.

  2. Choose the Viewing Mode​

    • Scheduler ribbon bar >  List View.

Use This Feature

Toggle Appointment History / Arrival Log​

  • Enable the type of appointment list you want to work with.

Appointment History - When you view the appointment history, you see all appointments that have been made and processed for this date. You can choose to include all appointments, normal (regularly scheduled) appointments, or recall appointments.

Arrival Log Option - When you view the arrival log, you see all the patients that have signed into your Patient Tracker for this date.

note

To view an individual patient's appointment history or arrival log, rather than the history or log for a date, click the Appointment History icon on your Scheduler ribbon bar, or open the Appointments panel of the patient folder Home page.

Adjust Column Width​

Click the bar between two columns to reallocate the column space. Be aware that it is possible to adjust a column to be so narrow that you no longer see it.

Change Column Order​

Click a column heading and drag it to a new location within the window. Other columns adjust accordingly.

Confirm / Cancel Appointment - Right-click an appointment and select Appointment Confirmation to update the confirmation status (confirmed, canceled, left message) as needed. (See "Use Edge Reminders" for details about automating this process.)

Process Appointment - (Appointment History only..) To process an appointment, simply click the Status field, and select the appropriate response.

Edit Appointment - Right-click an appointment and select Edit to change the appointment reminder, or flag it as Sooner if Possible. You can also review the Patient Tracker details from the editing window. (Additional editing tools are available when you view the Scheduler in Day View or Week View mode. See "Your Scheduler" for details.)

Audit Appointment - Right-click an appointment and select Audit to view when the appointment was last changed, and by whom.

Open Patient Folder​

  • Click a patient name to open that patient's folder.

Open Daily Schedule​

  • Click an appointment data/time to open your Scheduler to that day's schedule.

Print - Click Print from your File ribbon bar or Quick Access toolbar (or press Ctrl+P on your keyboard) to print a copy of the current screen contents.

note

Run the Arrival Log report to see your Patient Tracker activity for any range of dates. Most offices run the report for today or yesterday, but it can be run for any past date range. You will receive information such as patient name and procedure code, when the patient arrived / was seated / exited, how long they waited, and the actual amount of time their appointment took. In addition, the end of the report includes a summary of the data by procedure code, doctor, office, and assistant. This information is useful in determining for how long an appointment procedure should ideally be scheduled. See "Arrival Log Report" for details.