Appointments
Appointments on the chart lists this patient’s upcoming and past visits. Use it to review the patient’s schedule from the chart. Booking most new visits is done from the Appointments module, Dashboard, or a scheduling link—not a full calendar booker inside this list.
What This Section Is For
Shows Future Appointments and Past Appointments for this patient only, with counts. Open Details when allowed to see visit information. Visits from another practice may be view-only.
Where and When to Use It
Open chart → Appointments when you need this patient’s visit history or upcoming visits without leaving the chart—for example before calling the patient, reviewing no-shows, or confirming the next follow-up.
How It Works
Two lists: Future and Past. Rows show visit timing and related details your role can see. Staff with permission can open Details. Patient users may see a simpler list without staff action buttons.
How to Book or Change Visits
To book: use Appointments calendar, Dashboard schedule tools, or Send Scheduling Link from the chart header when the patient has contact info, a location, and you have Send Scheduling Link permission. To change or cancel: open the visit Details (or the Appointments/Dashboard workflows) per your practice rules—this chart tab is mainly a list, not the full reschedule workspace.
Common Issues
Empty lists: no visits for this patient in the selected practice context. Cannot book here: expected—use Appointments or Dashboard. Missing tab: need appointment view permission. Wrong location/practice in the header can hide visits you expected to see.