General Appointments
General Appointment is the Dashboard tab for provider office / Visit Type visits. Use it for check-in, rooming, provider time, cancel, reschedule, No Show, telemedicine Join, and notes on the card.
Design — General Appointment card
Today's Schedule
12 PtsOffice Visit: Follow-up · Room Exam 3
Journey progress
General Appointment
General Appointment lists provider office / Visit Type visits for the selected date and locations. Use this tab for check-in, rooming, provider time, and checkout on standard visits.
The tab appears only if your role includes the general appointment dashboard tab. Filters include Patient (Search by patient name…), Provider (Select providers), Status (All Status / Filter by status), and Visit Type (All Visit Types). Visit Type filter values come from Practices setup and provider assignment—not from Dashboard alone.
Cards show Visit Type / reason, provider, status, and day-of action buttons. A typical visit journey is Scheduled → Check-in → Rooming → With Provider → Ready for Check-Out → Checked Out. Logged-in doctors are often pre-filtered to themselves—widen Provider if you expect other clinicians’ patients. If a Visit Type never appears when booking or filtering, assign it on the provider and add Provider Schedule windows.
- Tab appears only with the general appointment dashboard tab permission.
- Filters: Patient, Provider, Status, and Visit Type.
- Visit Type values come from Practices setup and provider assignment.
- Cards show Visit Type / reason, provider, status, and day-of action buttons.
- Typical path: Scheduled → Check-in → Rooming → With Provider → Ready for Check-Out → Checked Out.
- Doctors are often pre-filtered to themselves—widen Provider when covering.
Related topics — open these next
- Visit Types (Practices)/visit-types
Create Visit Types used in the Visit Type filter and on appointment cards.
- Assign Visit Types to provider/users#assign-visit-types
If a Visit Type never appears when booking or filtering, assign it here.
- Schedule Visit Type for provider/users#provider-schedule
Provider Available windows by Visit Type.
- Book on Appointments/appointments#book-general-step-by-step
Book new Visit Type visits before they show on Dashboard.
- Scheduling — location hours/scheduling
Practice hours that provider schedules must fit inside.
Check-In Starts Here
On a Scheduled card, click Check-in. The Patient Check-in modal walks through patient, insurance (when shown), consent, and payment steps.
Steps usually run Patient Details → Insurance (when shown) → Consent Forms (if any) → Payment (copay or self-pay collection). Finish with Complete Check-in or Process Payment and Complete Check-in. Insurance check-in can create a draft claim for Billing; Self Pay uses the self-pay payment path.
Book on Appointments first; check in here on Dashboard for the visit day. After Insurance check-in, open View Details → Billing when you need to enter charges. Do not expect Live Claims submit from the check-in modal—finish coding in View Details Billing, then use the Billing module for EDI.
How to do it
- Open Dashboard → Today's Schedule and find a Scheduled visit.
- Click Check-in on the card.
- Confirm patient details, then insurance when the visit is insured.
- Complete any consent forms shown.
- Collect payment when required, then Complete Check-in (or Process Payment and Complete Check-in).
- Continue with rooming or status buttons on the card.
- Check-in opens from a Scheduled card on Today's Schedule.
- Typical modal path: Patient Details → Insurance (when shown) → Consent → Payment.
- Finish with Complete Check-in or Process Payment and Complete Check-in.
- Insurance check-in can create a draft claim; Self Pay uses the self-pay payment path.
- Live Claims submit is not from the check-in modal—use View Details Billing, then Billing module.
Important
Do not expect Live Claims submit from the check-in modal—finish coding in View Details Billing, then use the Billing module for EDI.
Related topics — open these next
- Appointments — booking vs day-of/appointments#day-of-vs-booking
Book on Appointments; check in here on Dashboard.
- How to sign consent forms/appointments#how-to-sign-consent-form
Pending consents can block Complete Check-In.
- How to send consent forms/appointments#how-to-send-consent-form
- Billing Overview/billing/overview
Where insurance claims continue after check-in.
- Billing — Live Claims/billing/live-claims
EDI submit and claim work after visit charges are saved.
Rooming, Ready for Checkout, and Checkout
After check-in, room the patient, advance provider status, then start and complete checkout from the card.
Rooming opens Roomed / Rooming for Select Room, Vital Signs, Medications, Social History, Family History, and Past Medical / Surgical History (as permitted). Save options include Save & Close, Save & Next, or Save & Ready for Provider (services may say Save & Roomed).
With Provider and Ready for Check-Out are often one-click on the card. Start Check-Out opens checkout (Quick Checkout / Confirm and Checkout). Complete finishes Checked Out when status is Checkout In Process. Room name disappears from the card after No Show / Checked Out—expected behavior. Full clinical documentation may still continue in the patient chart after rooming.
How to do it
- After Check-in, click Roomed / Rooming on the card.
- Select a room and enter vitals and history fields you are permitted to update.
- Choose Save & Ready for Provider (or the Services equivalent) when the patient is ready.
- Advance With Provider, then Ready for Check-Out when the visit is clinically done.
- Click Start Check-Out, confirm as prompted, then Complete to reach Checked Out.
- Rooming: Select Room, Vital Signs, Medications, Social / Family / PMH history (as permitted).
- Save options: Save & Close, Save & Next, or Save & Ready for Provider (Services may say Save & Roomed).
- With Provider and Ready for Check-Out are often one-click on the card.
- Start Check-Out → Complete reaches Checked Out when status is Checkout In Process.
- Room name disappears after No Show / Checked Out—expected behavior.
Related topics — open these next
- Room Management (Practices)/room-management
Rooms available to select during rooming.
Cancel, Reschedule, and No Show
These actions are usually not separate always-visible buttons. Open them from the status pill on the Dashboard card via Update Status. Full step-by-step articles also live under Appointments.
Click the Scheduled status pill → Update Status → choose Cancel, Re Schedule, or No Show, then confirm. Reschedule marks the old visit Re Scheduled and creates a new appointment. No Show can also be system-marked after end time depending on settings. From No Show you can often Re Schedule again.
Cancel keeps a Cancelled history. Delete (trash on the card) permanently removes the visit—different from Cancel. To edit fields without moving the slot, use View Details → Appointment while status still allows updates.
How to do it
- Locate the visit card (usually Scheduled).
- Click the status pill → Update Status.
- Choose Cancel, Re Schedule, or No Show.
- Enter reason when asked, confirm, and verify the new status on the card.
- Open from status pill → Update Status → Cancel, Re Schedule, or No Show.
- Reschedule marks the old visit Re Scheduled and creates a new appointment.
- No Show can also be system-marked after end time depending on settings.
- Cancel keeps Cancelled history; Delete (trash) permanently removes the visit.
- Edit fields without moving the slot: View Details → Appointment while updates are allowed.
Important
Closed statuses hide normal check-in / rooming / checkout buttons. If an action is missing from the list, check role permissions for Appointment Status Display.
Telemedicine Join and Phone Call
Video visits expose Join and link tools on the card. Phone Call uses RingCentral web calling when calling is enabled—different from Join.
For telemedicine visits, Join opens the video meeting when a meeting link and permission exist. Copy link / resend help the patient join when the link was missed. Phone Call uses RingCentral web calling when calling is enabled for the practice. Header Open dialer is the general dialer, not the same as Join on the card.
Confirm the Visit Type / appointment is marked Telemedicine when booking if Join never appears. If Join is missing, check telemedicine meeting setup and role permissions—not only Dashboard view.
- Join opens the video meeting when a meeting link and permission exist.
- Copy link / resend help the patient join when the link was missed.
- Phone Call uses RingCentral web calling when calling is enabled—not a substitute for Join.
- Header Open dialer is the general dialer, not Join on the card.
- If Join never appears, confirm Telemedicine at booking and telemedicine meeting setup / permissions.
Important
Phone Call is not a substitute for the video meeting Join button.
Related topics — open these next
- Visit Types/visit-types
Configure which appointment kinds support telemedicine.
- Appointments — book telemedicine/appointments#book-general-step-by-step
Set Appointment Type to Telemedicine when booking.
Note Icon on the Card
The note control opens Create Note, Edit Note (Draft), or View Note (Complete / Approved / Review / Error) depending on note status.
Create Note when no note exists yet for the visit. Edit Draft when a draft is in progress. View Note when status is Complete / Approved / Review / Error. Completing a note can advance the Note Completed step on the journey bar.
Templates and full note workflow live under Practices → Notes Templates and Patients → Clinical Notes. Finish the note before you expect the journey bar Note Completed step to advance.
- Create Note when no note exists yet for the visit.
- Edit Draft when a draft is in progress.
- View Note when status is Complete / Approved / Review / Error.
- Completing a note can advance the journey bar Note Completed step.
- Full templates and editor live under Notes Templates and Clinical Notes.
Related topics — open these next
- Notes Templates/notes-templates
Templates used when creating clinical notes.
- Clinical Notes (Patients)/patients/clinical-notes
Full note editor and review workflow.