The Scheduled view displays patients with appointments scheduled on the selected day along with their related appointment status.

Date Selection

By default, this view displays patients with appointments scheduled for today. To access appointments for a specific day, simply select a date by clicking the calendar icon located in the Appointment Date field.

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 Harmony Federal Edition (AHFE). On a patient’s appointment in this view, a green “confirmed” chip indicates a confirmed appointment, a yellow “unconfirmed” chip indicates an unconfirmed appointment, and 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 Order

Appointments are ordered based on appointment time, with the earliest appointment listed first.

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

To access additional filtering options, open the filters panel by selecting the button to the right of the search bar. Here, you can filter by Appointment Status, unresolved Internal Mentions and/or appointments that they have been starred.

Once you’ve selected your filters, 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 appointments that you frequently use. Instead of reapplying the same filters repeatedly in the Scheduled view, you can create and save a customized view, then reload it within a single click whenever needed. Your saved views are unique to you, so you can tailor them to your specific workflows without worrying about them appearing in your colleagues’ views.

To create a saved view, follow the steps below:

1. Navigate to the Scheduled view.

2. Apply your desired filters using the filters panel.

3. Select Create View.

4. Name your saved view and select Save.

Your newly created view will appear under the “My Views” section in the left-hand Navigation Bar. To load a saved view, simply select it in the My Views list. This saved view will always display the appointments that match your filters for the date you are currently viewing.

For example, if you open a saved view for scheduled appointments while viewing July 28th and there are no appointments that day, nothing will display. However, if you switch the date to August 13th and there are appointments, your saved view will display all the appointments that meet your saved filter criteria for that day. 

To delete a saved view, follow the steps below:

1. Select the saved view you want to delete.

2. Select the filters panel located at the top of the saved view.

3. Select the trash can icon.

4. A dialog box will appear asking you to verify that you want to delete the view. It also indicates that deleting a saved view will not delete any messages within that view.

5. Select Delete. A green success message will appear indicating that the view has been deleted.

NOTE: Saved Views store your filter criteria, not a static list of appointments. This means that each time you load a saved view, you will likely see an updated list of appointments that currently match your saved filter settings.