View Details

View Details (Appointment Details)

On a schedule card, click View Details. A large Appointment Details dialog opens for visit fields, billing, eligibility, and selected chart shortcuts.

The top shows a patient summary (name, DOB, gender—click can open the chart). A horizontal tab bar (scroll on small screens) offers Appointment · Billing · Eligibility · Patient Vitals · Problem List · Medications—each tab only if your role allows it. There is no Messages tab and no Lab Orders tab here—use Action Center Messages or the patient chart.

There is no single footer for the whole dialog—Save and Run actions sit inside the active tab. Check-in, rooming, and checkout stay on the schedule card buttons, not inside this dialog. The dialog is roughly full screen height/width for day-of work without leaving Dashboard.

• Opens from View Details on a schedule card as Appointment Details.
• Tabs (when allowed): Appointment, Billing, Eligibility, Patient Vitals, Problem List, Medications.
• No Messages tab and no Lab Orders tab—use Action Center or the patient chart.
• Save and Run actions sit inside the active tab (no single dialog footer).
• Check-in, rooming, and checkout stay on the schedule card buttons.

Appointment Tab (Update and Cancel)

Default tab when you open View Details from the Dashboard. Use it to update visit fields or cancel while the status still allows edits.

Fields include Location, Patient, Provider, Visit Type (or Service Type on Services visits), Appointment Date, Duration, Appointment Type (Office Visit / Telemedicine), Reminder, Payment (Insurance / Self Pay), Start Time, Reason for Visit, and Additional Notes. Telemedicine may show Video Meeting Ready with Join Link, Copy link, and Call patient.

Save with Update Appointment when you have edit permission. Cancel Appointment (often only while Scheduled) asks for a Cancellation reason, then Confirm cancellation. When status is Cancelled, Re Scheduled, No Show, or Checked Out, an amber banner explains the visit can’t be edited and Update Appointment is hidden—this is not the same as “locked the moment check-in finishes.”

After check-in, use card status buttons for day-of flow; use this tab to correct visit fields while updates are still allowed. Changing Visit Type here does not replace assigning Visit Types on the provider for future booking.

• Default tab for visit fields: location, provider, Visit Type / Service Type, time, payment, notes.
• Telemedicine may show Join Link, Copy link, and Call patient when ready.
• Update Appointment saves edits when status still allows changes.
• Cancel Appointment (often while Scheduled) asks for a cancellation reason.
• Closed statuses (Cancelled, Re Scheduled, No Show, Checked Out) hide Update Appointment.

Billing Tab (Visit Charges and Payment)

Open Billing after Insurance check-in when a draft claim/encounter exists for the visit. Enter diagnoses, charges, and visit-level payment here—then continue in the Billing module for EDI.

Header shortcuts when allowed include Patient SuperBill, Clinical Note (opens chart Clinical Notes), and Other Forms including HCFA/1500. The main form covers Billing Status, Claim Type, ICD Version, Pre Authorization, Billing Profile, Service Facility, Rendering / Referring / Ordering / Supervising Provider, Referral #, Copay, Advance Payment, Collect Payment (or Payment Collected), Date of Service, Place of Service, notes, and HCFA Box 10 accident fields when used.

Add ICD-10 and CPT/HCPCS charge lines with modifiers and prices. Footer actions are Save, Save & Close, Cancel (close), and Delete when allowed. Saving visit charges supports the journey step Billing Entered. Self Pay usually cannot update insurance billing here—banner: You can’t update billing information for a self-pay appointment. Claim submit to the clearinghouse is not the main button in this modal.

Finish coding and Save here, then open Billing → Live Claims for EDI submit and ERA. Fees often come from Fee Schedule when charge lines are added.

• Header shortcuts when allowed: Patient SuperBill, Clinical Note, Other Forms (HCFA/1500).
• Enter ICD-10 and CPT/HCPCS lines; fees often come from Fee Schedule.
• Footer: Save, Save & Close, Cancel (close), and Delete when allowed.
• Saving visit charges supports the journey step Billing Entered.
• Self Pay usually cannot update insurance billing here.
• EDI submit and ERA continue in Billing → Live Claims—not this compact tab alone.

Billing Tab Flow (Check-In to Charges)

Follow this order for Insurance visits: check in, open Billing, code the visit, collect payment when needed, save, then finish claims in Billing.

Inactive insurance or missing auto-eligibility copay/deductible may show warning banners—fix Patient Info insurance or run Eligibility first. Optional SuperBill or HCFA/1500 can be opened from the Billing tab header after coding. Electronic claim send and remittance use the Billing module—not this dialog alone. Self Pay visits generally cannot use this insurance billing path.

• Insurance check-in can create a draft claim/encounter for the visit.
• Fix inactive insurance or run Eligibility before coding when banners warn you.
• Code diagnoses and charges on View Details → Billing, then Save.
• Optional SuperBill or HCFA/1500 from the Billing tab header after coding.
• Electronic claim send and remittance use the Billing module.

Eligibility Tab (How to Run a Check)

Two areas: Eligibility Check and Past Eligibility Checks. Run primary/secondary/tertiary checks when plans are saved, active, and permitted.

Select Service Type for the check—these are Practice Service Types (eligibility codes), not Visit Types used for booking. The value often defaults from the visit type mapping. Run Primary Insurance, Run Secondary Insurance, or Run Tertiary Insurance (each needs that plan saved and active, plus permission).

Buttons show Checking… while running; missing/inactive plans keep the run button disabled with a tooltip. On success, summary cards show Status, Copay (optional Set copay manually), deductible (calendar year / YTD / remaining), and Active Coverage (subscriber, PCP, insurance, member ID, group). Empty state: No eligibility check has been run for this appointment yet. Past Eligibility Checks lists prior runs; a successful check can update the dashboard journey Eligibility step.

• Areas: Eligibility Check and Past Eligibility Checks.
• Service Type here = eligibility code (Practices → Service Types), not Visit Type.
• Run Primary / Secondary / Tertiary when that plan is saved, active, and permitted.
• Success cards: Status, Copay, deductible, and Active Coverage details.
• Empty state: No eligibility check has been run for this appointment yet.
• A successful check can update the dashboard journey Eligibility step.

Patient Vitals, Problem List, and Medications Tabs

These tabs are convenient from the visit; the full chart still holds the lasting record. Tabs appear only when your role allows them.

Patient Vitals lets you enter height, weight, blood pressure, pulse, temperature, SpO2, respiratory rate, pain, and calculated BMI, then Save Vitals or Update Vitals, with a history list below. Problem List covers Past Medical History and Past Surgical History—add/edit/delete by permission (same idea as the chart Problem List). Medications lets you view and maintain meds, with e-Prescribe / DoseSpot when the clinic and role allow.

Tabs are readonly when the appointment itself is marked read-only. Use rooming for first-pass vitals when that is your clinic’s workflow; use this tab for quick updates from the visit dialog. Open the patient chart for the full clinical workspace when you need more than these shortcuts. Edits here still depend on chart permissions—missing buttons usually mean role limits, not a Dashboard bug.

• Patient Vitals: height, weight, BP, pulse, temperature, SpO2, RR, pain, BMI; Save / Update Vitals plus history.
• Problem List: Past Medical History and Past Surgical History by permission.
• Medications: view/maintain meds; e-Prescribe / DoseSpot when clinic and role allow.
• Tabs are readonly when the appointment itself is marked read-only.
• Missing buttons usually mean role limits—not a Dashboard bug.

What View Details Does Not Include

Appointment Details is a focused visit dialog. Several day-of and billing tools stay outside it on purpose.

There is no Messages tab—use Action Center Messages or chart Messages. There is no full Live Claims / ERA workspace—ERA line items and billing logs are hidden in this compact Billing view. There is no full Clinical Notes editor—Billing’s Clinical Note shortcut opens the chart. Check-in, Rooming, and Start Check-Out stay on the schedule card.

If you cannot find a control in View Details, look on the card, Action Center, Billing module, or patient chart.

• No Messages tab—use Action Center Messages or chart Messages.
• No full Live Claims / ERA workspace in the compact Billing view.
• No full Clinical Notes editor—Billing’s Clinical Note shortcut opens the chart.
• Check-in, Rooming, and Start Check-Out stay on the schedule card.
• If a control is missing here, look on the card, Action Center, Billing, or chart.