Schedule
Schedule, accessed from Global Navigation, lists all events and patient appointments for the current day by provider and appointment time.
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Appointments are color-coded based on the Appointment Type configured by your organization admin.
The color bar to the left of the appointment indicates the appointment status / where the patient is in the appointment process:
Blue: Planned
Dark Blue with a checkmark: Confirmed
Orange: Checked In
Light Green: In Progress
Dark Red: Checking Out
Light Gray: Completed
Pink: No Show. Based on the preference settings in Admin, the appointment may be deleted from Schedule and will display in the Appointment Deletion Log.
White: Daycare
Appointments with a striped color bar were created by the client via Online Booking. The appointment will display as faded in Schedule until the appointment details are edited:
An icon of a person with a checkmark indicates the client has completed their self check-in forms.
Completed appointments display as faded in Schedule:
Custom Schedule Columns
Custom schedules display as fixed gray columns on the right side of the Schedule calendar. These are schedules that are not associated with only one specific provider, so you can schedule certain appointment types by category, such as Walk-Ins and Surgery. See Custom Schedules for more details.
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Appointment Details
Select an appointment in Schedule to open the appointment details.
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From the appointment details window, you can:
Select the client or patient name to navigate to the client profile or patient chart, respectively.
View the patient’s age, gender, breed, species, and weight.
View the client’s phone number and patient alerts.
Send self check-in forms to the client via email or SMS (text) message.
Select Start Appointment to begin the encounter.
Additional appointment details display:
Icon | Description |
Appointment Type | |
Assigned Provider | |
| Reason for Visit |
Appointment Status – Choose one of the following options: Planned, Confirmed, Checked In, In Progress, Completed, No Show, Pending, Canceled, Daycare. Notes About Appointment Statuses
| |
![]() | Appointment Notes |
| While in View mode: Displays the user who created the appointment and the date and time of creation. While in Edit mode: Assign the appointment to a custom Schedule column or Department. |
| Room Number. This field is reflected in Flow. |