Today's Schedule

Today's Schedule

On the left, Today's Schedule lists visits for the selected date and your header locations. This panel is for running day-of visits—not for building the full calendar.

The title shows the selected date (for example Jun 5, 2026 Schedule when it is not today). A badge shows how many patients match the current tab and filters (for example 12 Pts). Use Back, Today, Next, and the date picker to move between days. Tabs (when permitted) are General Appointment and Services.

Use Today when you are unsure which date the list is showing. Book new visits from Appointments; they appear here once booked for that date and location.

• Title shows the selected date; a Pts badge counts visits matching tab and filters.
• Date controls: Back, Today, Next, and the date picker.
• Tabs (when permitted): General Appointment and Services.
• Day-of status runs here; booking new visits happens on Appointments.
• Visits appear after they are booked for that date and location.

How Schedule Filters Work

Combine Patient, Provider, Status, and Visit Type (General) or Services (Services tab) to narrow the list. Filters stack—every active filter must match.

Providers and service types need a location selected first. Visit Type filter values come from Practices → Visit Types (and what is relevant for the selected sites). Services filter values come from Clinic Services Types for the Services tab.

Logged-in doctors are often pre-filtered to themselves—clear or widen Provider if the list looks too small. Start broad (Today + All Status), then narrow—easier than debugging a stack of filters.

• Filters stack—every active filter must match.
• General tab: Patient, Provider, Status, and Visit Type.
• Services tab: Patient, Provider, Status, and Services (not Visit Type).
• Providers and service types need a location selected first.
• Doctors are often pre-filtered to themselves—widen Provider when covering.

Appointment Card: What Each Piece Means

Each card is one visit for the day. Read the pills and icons before you click status buttons or View Details.

The card shows start time, patient name (opens chart when allowed), date of birth, and initials avatar, plus a Provider pill (and Technician on Services). The status pill covers Scheduled, Checked In, Ready for Provider, With Provider, Ready for Checkout, Checkout In Process, Checked Out, No Show, Re Scheduled, Cancelled, and related labels.

You also see the visit type / reason line, Room name or Room Unassigned (hidden after No Show / Checked Out), and insurance company name when the visit is insured (clickable). Self Pay visits usually hide that insurer line instead of showing a separate Self Pay badge. Optional pieces include a Pending payment pill, a note icon (Create Note / Edit Draft / View Note by status), View Details, delete when permitted, telemedicine Join / copy link / resend for video visits, and phone Call when RingCentral calling is allowed.

Highlight status buttons on the card—they are the main day-of controls. Use View Details to edit visit fields or open Billing / Eligibility; keep check-in and checkout on the card.

• Start time, patient name (opens chart when allowed), DOB, and Provider pill (Technician on Services).
• Status pill: Scheduled through Checked Out, plus No Show, Re Scheduled, Cancelled, and related labels.
• Visit type / reason, Room (hidden after No Show / Checked Out), insurer name when insured.
• Optional: Pending payment, note icon, View Details, delete, telemedicine Join/link tools, phone Call.
• Status buttons on the card are the main day-of controls; View Details is for visit fields / Billing / Eligibility.

Journey Progress Bar (Eligibility, Note, Billing)

When your role shows the journey bar, it tracks visit progress—not Billing module claim statuses. Hover steps for short hints.

Insurance visits usually track Eligibility → Checked In → Note Completed → Billing Entered → Billed to Insurance. Self Pay or subscription visits shorten the bar (often Checked In and Note Completed only—no billed-to-insurance path). Self Pay on the visit is not “open Billing claims.”

Hover Eligibility for active/inactive/pending hints. Completing a note can advance Note Completed; saving visit charges supports Billing Entered. Run Eligibility from View Details when the Eligibility step is stuck or pending. For EDI submit and ERA, continue in the Billing module after visit charges are saved.

• Insurance path: Eligibility → Checked In → Note Completed → Billing Entered → Billed to Insurance.
• Self Pay / subscription often shortens to Checked In and Note Completed only.
• Journey steps are visit progress—not Live Claims / remittance status.
• Completing a note can advance Note Completed; saving charges supports Billing Entered.
• Run Eligibility from View Details when the Eligibility step is stuck or pending.

Status Buttons: Check-In Through Checkout

Buttons change with status (and permissions). These card buttons are the main day-of controls for advancing the visit.

A typical General path is Scheduled → Check-in → Roomed / Rooming → Ready for Provider → With Provider → Ready for Check-Out → Start Check-Out → Complete (Checked Out). After check-in, Roomed / Rooming often leads to Save & Ready for Provider from the rooming form. With Provider and Ready for Check-Out are often one-click on the card.

Services uses matching service permissions. Cancel, Reschedule, and No Show are usually opened from the status pill, not as always-visible buttons. If a button is missing, check role permissions for that appointment operation—not only Dashboard view.

• Typical General path: Scheduled → Check-in → Rooming → With Provider → Ready for Check-Out → Complete.
• After check-in, Roomed / Rooming often leads to Save & Ready for Provider.
• With Provider and Ready for Check-Out are often one-click on the card.
• Cancel, Reschedule, and No Show usually open from the status pill → Update Status.
• Missing buttons: check appointment-operation permissions, not only Dashboard view.

No Appointments Found

No Appointments Found means nothing matches date, tab, filters, or locations—or the doctor filter is too narrow. It is usually a filter/context issue, not a missing product feature.

Confirm header Practice and Location(s). Switch General Appointment vs Services—the visit may be on the other tab. Clear Patient / Provider / Status / Visit Type or Services filters, then use Today or pick the correct date. A doctor-only provider filter can hide other providers’ patients—widen Provider. If nothing was booked, create the visit on Appointments first. Dashboard only lists visits that already exist for the selected context.

• Confirm Practice and Location(s) in the header first.
• Switch General Appointment vs Services—the visit may be on the other tab.
• Clear Patient / Provider / Status / Visit Type or Services, then check the date.
• Widen Provider if a doctor-only filter is hiding other clinicians’ patients.
• If nothing was booked, create the visit on Appointments first.