View appointments for a client and patient

This article teaches you how you can easily view appointments for either an entire pet family or one patient.

In the client and patient records, you will see an Appointments tab. 

• To view appointments for an entire pet family, you need to look at the client’s Appointments tab.
• To view appointments for one patient, you will need to look at the patient's Appointments tab.

The client and patient Appointments tabs default view is appointments on the Schedule. This includes Not Arrived, Arrived, In Progress, Ready to Pay, and Finalized appointments.

Note: Not Arrived includes appointments that display on the Schedule with a status of Not Arrived, Late, and No Show.

You can filter the Appointments tab to also view Cancelled, Deleted, and Rescheduled appointments that no longer display on the Schedule. This is helpful when you know which client or patient had an appointment.

See Navigate the Schedule and view appointment audit details to learn how to locate a Cancelled, Deleted, or Rescheduled appointment from the appointment Audit List on the Schedule. This is helpful when you do not know which client or patient had an appointment but believe it was moved or is missing from a specific date and /or time.

See FAQs: Appointments for answers to common questions

View appointments from the client record

You can use the Appointments tab in the client record when you want to view appointments for an entire pet family. 

1. Search for and select the client.
2. Click the Appointments tab. All scheduled appointments for all the client's pets are listed. The default sort is by appointment Date (and time), descending order.
3. To view appointments no longer on the schedule, select one or more available checkboxes.
   • Cancelled – Appointments you tracked as Cancelled and removed from the Schedule.
     Note: If a cancellation reason was entered, it will display with the appointment information.
   • Deleted – Appointments you did not track as Cancelled but removed from the Schedule.
   • Rescheduled – Appointments moved to a different date and /or start time.
     Note: If the provider or room was changed without a change to the start time or date, the appointment is not considered rescheduled.
4. To sort by patient name, click the Patient column header. Click Date to sort again by date and time.
5. Click the appointment date to be taken to that date on the Schedule.

View appointments from the patient record

You can use the Appointments tab in the patient record when you want to view appointments for a specific patient.

1. Search for and select the patient.
2. Click the Appointments tab. All scheduled appointments for the patient are listed. The default sort is by appointment Date (and time), descending order.
3. To view appointments no longer on the schedule, select one or more available checkboxes.
   • Cancelled – Appointments you tracked as Cancelled and removed from the Schedule.
     Note: If a cancellation reason was entered, it will display with the appointment information.
   • Deleted – Appointments you did not track as Cancelled but removed from the Schedule.
   • Rescheduled – Appointments moved to a different date and /or start time.
     Note: If the provider or room was changed without a change to the start time or date, the appointment is not considered rescheduled.
4. Click the appointment date to be taken to that date on the Schedule.