The "Scheduled" view provides a chronological list of appointments for a selected date along with their related appointment status.

To access the "Scheduled" view: 

1. Select Inbox in the navigation bar.
   

2. Choose Scheduled.
   
   

By default, you are routed to a view of today's appointments. To access appointments for a different day, select a date by clicking the calendar icon or use the arrows to navigate to the appropriate date.

NOTE: The "Scheduled" view displays appointments, not patients or Patient Channels. This means that every patient scheduled with an appointment on the selected date, within the Practices the user has access to, will appear regardless of whether they have an existing conversation history. Additionally, if a patient has multiple appointments on the same day, they will be listed multiple times within this view.

Color-Coded Statuses

Each appointment includes a colored chip that reflects the status of the patient’s appointment based on the patient's Appointment Status in Artera:

• A green “confirmed” chip indicates a confirmed appointment.
  

• A yellow “unconfirmed” chip indicates an unconfirmed appointment.
  

• A red “cancelled” chip indicates a cancelled appointment.
  

NOTE: Depending on your organization’s write-back integration, cancelled appointments may or may not remain visible within the Scheduled view. 

Appointment Search

Use the search functionality to search for appointments by patient name, Medical Record Number (MRN), or phone number. When searching for an appointment, remember that you are only able to search for patients who have an appointment scheduled for the date that you are navigated to.

Filters

Combine your keyword search with filters. To access filtering options, open the filters panel by selecting the button to the right of the search bar. Here, you can filter by Practice, Event, Provider, Location, Appointment Status, unresolved Internal Mentions and/or appointments with starred Patient Channels. 
NOTE: Users can filter by any Resources available in the Practices they have access to. 

Once filters are selected, choose Apply Filters. A green “Filters applied” success message will appear and you’ll automatically return to the "Scheduled" view, which will now display the list of appointments that match your chosen criteria.

It is very important to clear your filters when ready. To do this, select the filters panel, choose Clear All, then select Apply Filters. 

Learn more about Internal Mentions and Starred patients.

Saved Views - Scheduled

Saved views offer a powerful way to quickly access your filtered lists of Patient Channels that you frequently use. Instead of reapplying the same filters repeatedly in the "All Messages" or "Scheduled" views, you can create and save a customized view, then reload it with a single click whenever needed. Click here to learn about how to create a saved view. 

Bulk Messages from the Scheduled View

The "Bulk Message” Action allows you to send the same message to up to 50 appointments with a single action. This is handy for sharing important updates to appointments like the need to reschedule due to a provider being out sick, inclement weather, etc. Click here to learn how to send Bulk Messages from the "Scheduled" view.
NOTE: If you need to send more than 50 appointment-related messages in bulk, use the "Patients with Appointments" Audience Source in Campaigns. Click here to learn more.

Sending Messages to Individual Patients from the Scheduled View

Send messages to individual patients with upcoming appointments from the "Scheduled" view. This is useful for communicating appointment changes for specific patients or sharing appointment preparation information. To do so, follow the steps below:

• Navigate to the "Scheduled" view.

• Locate the appointment for the patient you want to message by clicking the calendar icon located in the Appointment Date field and choosing the appropriate date. Remember ,today's date is selected by default.

• Narrow your appointment results by conducting an appointment search and using the available filters.
  

• Select the appointment that you want to communicate to the patient about. 
  NOTE: Only one appointment can be selected at a time.
  

• By default, text outreach is selected. Type your message in the communication box and leverage the appropriate Smart Phrase(s) to help personalize the outreach. NOTE: You can also send call or email messages from the Patient Channel. To do so, select the Text drop-down menu and choose Call or Email.
  

• If your message does not contain any PHI, select the lock icon to "unsecure" the message. This means the text will be sent to the patient unsecured and will be delivered as a plain text. However, if your message does contain PHI, it is very important that it is sent securely to the patient. By default, all messages are sent as secured links. Click here to learn more. 
  

• When ready, click Send Secure or Send Unsecure, depending on whether the message contains PHI. 
  
  NOTE: The message will be sent to the patient from the line displayed in the top-left corner of the Patient's Channel, right under their name. To use a different line, click the drop-down menu and choose a different Practice & line combination. The options listed are Practice & line combinations that have been used to contact the patient before. To send the message to the patient from a new line not displayed in this menu (but that you have access to), select Open New Channel.