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