Pending Appointments

View and manage pending appointments, confirm or approve them, and associate with the relevant case number.

Overview

Pending tab
  • In the Pending Appointments tab, you will see a list of appointments awaiting confirmation.

  • Patient information, including name and contact details, will be visible, along with specific appointment details such as date and time.

  • Under the Pending Tab of appointments, the provider can:

    • See a dropdown of the list of patients with cases tied to the same clinic and provider.

    • Change the case number before approving an appointment. Once a case number is selected and the appointment is approved, it is moved under that case.

  • To approve an appointment, click on the "Approve" button next to the appointment details.

    • If approved, the appointment will move to the Upcoming section, and the patient will be notified of the confirmation.

Approve appointment
  • To decline an appointment, click on the "Decline" button next to the appointment details.

    • If declined, the appointment will move to the Cancelled section, and the patient will be notified of the cancellation.

    Decline appointment

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