Appointments List

Your Appointments List

The Appointments List page allows you to view all appointments ever, as well as all appointments for a particular patient, for a particular date or for a particular practitioner (if you are in a group practice). To access the Appointments List, click the Schedule tab then Appointments List. You can search and filter columns to find the information you need, and also change the view to suit your preferences.

Searching

Use the Search function at the top left to search for anything including patient name, appointment date, etc. Your search criteria appears in blue. The list of appointments is then limited to show only appointments that meet your criteria. This is how you create a list of all appointments with a particular patient or for a particular date.

Sorting and filtering records

Appointments are automatically listed from latest completed appointments to earliest completed appointments. Click the Start and Stop column headings to sort appointments in a different order (e.g. from earliest to latest, etc). You can also filter your Appointments List to show only particular records - for example, appointments between particular dates. Click on either the Start and Stop column heading title (e.g. the word Start in the Start column) and a filter appears, enabling you to filter records to appear only between particular dates.

If your Appointments List is showing only a few of your appointments and not your full appointments list, you have entered a search term in the search field and the Appointments List is showing only those invoices that meet your criteria. Delete the search term and all the appointments appear in your Appointments List. Watch this video to see how to solve this for all your different types of lists.

Scrolling through pages

Choosing columns and sizing pages in the Appointments List

You can scroll through all the pages of your appointments listed by clicking through the page numbers at the bottom right of the appointments table. Click first to go to the first page of records, and last to go to the last page of records.

Changing the view

You can change how this page appears in a number of ways and HealthKit dynamically remembers your view preferences based on the computer you are using. Click Choose Columns to add or remove columns shown. Click the Results per Page picker to select the maximum number of records you would like to see per page. Move columns by clicking on the column and dragging it to where you want the column to be.

Printing and exporting your Appointment List

Print and export buttons

Print your Appointment List by clicking the print icon at the top right of the screen. This creates a printer-friendly PDF file of the Appointment List; click Ctrl-P to print the list on your printer. You can also print your calendar in day week or month view.

You can export your Appointment List to Excel by clicking the Export icon at the top right of the screen, which exports the Appointment List to a CSV file, which you can view and save in Excel.

Making a new appointment

You can make a new appointment in your diary by clicking the New Appointment button at the top right of the page.