Services
Services lists Clinic Services Types visits (for example lab or imaging service appointments) on the Dashboard. Same day-of flow idea as General, with service-type permissions for buttons.
Design — Services tab
Today's Schedule
12 PtsPatient
Provider
Status
Services
Lab Draw · Room Lab 1
Services
Services lists Clinic Services Types visits (for example lab or imaging service appointments). Use this tab for day-of status on service visits—same idea as General, with service-type permissions for buttons.
The tab appears only if your role includes the Services dashboard tab. Filters use Patient, Provider, Status, and Services (Select service types)—not Visit Type. Cards may also show a Technician pill alongside Provider.
Empty state may say No Service Type Appointments Found. Book service visits under Appointments → Services first; they appear here once booked for the selected date and locations.
- Filters: Patient, Provider, Status, and Services (not Visit Type).
- Cards may show a Technician pill in addition to Provider.
- Day-of buttons follow service-type permissions (same flow idea as General).
- Empty state may say No Service Type Appointments Found.
- Visits appear after booking under Appointments → Services for that date/location.
Important
Visit Types do not drive this tab—use Clinic Services Types.
Related topics — open these next
- Clinic Services Types/clinic-services-types
Service catalog and schedules for this tab.
- Appointments — Services booking/appointments#book-services-step-by-step
- Users — assign Clinic Service Types/users#assign-clinic-service-types
Providers/staff who can offer those service appointments.
- Service Types (eligibility)/service-types
Eligibility codes only—not the Services schedule tab.
Services vs General (and naming pitfalls)
Services is not the General Appointment tab. Clinic Services Types drive this schedule; Service Types (eligibility codes) do not.
General Appointment is for provider office / Visit Type visits. Services is for Clinic Services Types visits such as lab or imaging service appointments. Both use day-of status on Today's Schedule, but filters and setup pages differ.
Clinic Services Types are the booking catalog and schedules for this tab. Practices → Service Types are eligibility codes used when running insurance eligibility—they are not the Services schedule filter. If someone says “service type” while booking a lab slot, they usually mean Clinic Services Types.
- General = Visit Types (provider office / consult visits).
- Services = Clinic Services Types (lab, imaging, and similar service appointments).
- Services filter values come from Clinic Services Types—not Visit Types.
- Service Types (eligibility) are codes for eligibility checks—not this schedule tab.
- Setup and booking for Services live under Clinic Services Types and Appointments → Services.
Related topics — open these next
- Clinic Services Types/clinic-services-types
Service-appointment catalog and schedules.
- Service Types (eligibility)/service-types
Eligibility codes only—not calendar booking.
- Appointments — General vs Services/appointments#general-vs-services
- Dashboard — General Appointments/dashboard/general
Provider Visit Type visits on the other schedule tab.
How to fix an empty Services list
No Service Type Appointments Found usually means wrong context, filters, tab, or that no Services visit was booked yet—not a missing Dashboard feature.
Confirm Practice and Location(s) in the header, then confirm you are on the Services tab (not General). Clear Patient / Provider / Status / Services filters and check the date control. If nothing was booked, create the visit on Appointments → Services first.
Also confirm Clinic Services Types exist for the location, are assigned where needed under Users, and that the visit was booked as a Services appointment—not a General Visit Type visit.
How to do it
- Select the correct Practice and at least one Location.
- Open Today's Schedule → Services (not General Appointment).
- Click Today (or the intended date).
- Clear Patient / Provider / Status / Services filters, then re-apply only what you need.
- If still empty, open Appointments → Services and confirm a visit exists for that date/location.
- If booking cannot find the type, check Clinic Services Types and Users → assign Clinic Service Types.
- Header Practice and Location(s) must match the site where the visit was booked.
- You must be on the Services tab—General will not show Clinic Services Types visits.
- Clear stacked filters, then re-apply only what you need.
- Book under Appointments → Services before expecting a card here.
- Confirm Clinic Services Types setup and Users assignment for the service type.
Related topics — open these next
- Appointments — Services booking/appointments#book-services-step-by-step
Create Services visits that should appear on Dashboard.
- Clinic Services Types/clinic-services-types
Catalog and schedules required before booking.
- Users — assign Clinic Service Types/users#assign-clinic-service-types