Tabular View Appointment Search

Tabular View Appointment Search

Scheduler provides an additional appointment search screen apart from the existing search facility given in the ellipsis menu. The new appointment search can be accessed by clicking the Tabular View is placed beside the Provider View on the Calendar header.

Key Features

  • New Filter – Schedule Type: A dedicated filter for Schedule Type has been introduced, allowing users to narrow results based on appointment types.
  • Multi-Select Drop-Downs:  The Legal Entity and Provider filters now support multi-selection, enabling broader or more targeted queries.
  • Appointment Duration Display: Instead of showing the appointment end time, the system now displays Appointment Duration for clearer visibility.
  • New Appointment Button: A “New Appt.” button is now available directly from the search screen, simplifying appointment booking from search results.
  • The date auto-populates based on the calendar date. (Only available in Tabular View)
  • It auto-refreshes appointments on opening. (Only available in Tabular View)

Search Screen of Tabular View

Appointment Listing

Important Fields in the Listing

(The fields are listed in the same order they appear on the screen.)

Field Description
# Sequential number
Reschedule Icon to reschedule the appointment.
Date Date on which the appointment is scheduled.
Start Time The time the appointment is set to begin.
Duration Appointment duration in hours and minutes.
Patient Full name of the patient.
MR# Patient’s Medical Record Number.
PC REF# Patient care reference number or system-generated identifier.
Type Type (e.g., 1st Follow-Up, Consultation).
Reason Reason for the visit or appointment.
Status Current status of the appointment (e.g., Confirmed, Cancelled, Missed).
Phone Patient’s phone number.
Address Patient’s street address.
City Patient’s city of residence.
State State where the patient resides.
Zip Postal ZIP code of the patient’s address.
Provider Provider assigned to the appointment.
Legal Entity The practice or department associated with the appointment.
Eligibility Status Indicates whether insurance eligibility is verified or pending.
Notes Any notes related to the appointment or patient.
Entered By User who created the appointment.
Entered On Date and time when the appointment was created.
Last Processed By User who last updated the appointment.
Last Processed On Timestamp of the most recent update to the appointment.