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 then routed to a view of today's appointments. To access appointments for a specific day, simply select a date by clicking the calendar icon located in the Appointment Date field.

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 Harmony Federal Edition (AHFE):

• 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

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 Practice, Event, Provider, Location, Appointment Status, unresolved Internal Mentions and/or starred appointments.

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 Patient Channels or appointments. 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. 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.

5. 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 information for July 28th and there are no appointments on 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. 
NOTE: The My Views section will not appear until a saved view is created.

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.

Sending Messages 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(s) for the patient(s) you want to message by clicking the calendar icon located in the Appointment Date field and choosing the appropriate date. 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.

• Type your message in the communication box and leverage the appropriate Smart Phrase(s) to help personalize the outreach. This will be sent as a phone call to the patient. 

• When ready, click Send.
  NOTE: The phone call will be made 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 call a patient from a new line, select Open New Channel from this same drop-down menu.