View Appointments & Send Messages Using the Appointment Book

The Practice Online Portal (POP) includes an Appointment screen that allows you to view appointments for your practice on specific days. You can see which patients are scheduled, the status of their appointment, the length of their exam, which provider they are scheduled with, and more. You can also contact patients that have appointments scheduled on specific days via text message. Follow the steps below to view your appointment book and contact patients in POP.

Table of Contents

Section 1: Viewing the Appointment Book

  1. Login to the Practice Online Portal.

  2. On the navigation pane, click Appointments.

    mceclip0.png

  3. A search field appears with today's date filled in by default. Click on the date inside of the search field to bring up a monthly calendar of dates.

    Appointment_Book_Calendar_v1.png

  4. Click on the date that you want to view the appointment book for.

  5. Click the search icon (mceclip1.png) or press enter to view appointments scheduled on that day. A list of appointments for the selected date appears.

    Appointment_Book_Results_v1.png

  6. Click on the row of a specific appointment to view the Appointment Details screen.

    Becky_Applewood_Row.png

  7. Optional: Click on the Patient Record button (mceclip2.png) at the bottom of the screen to view more detailed patient information. Note that the button automatically uses the name of the patient associated with the appointment.

    Appointment_Book_Appointment_Details_v1.png

Section 2: Sending Messages to Patients Using the Appointment Book

    1. Login to the Practice Online Portal.

    2. On the navigation pane, click Appointments.

      mceclip0.png

    3. A search field appears with today's date filled in by default. Click on the date inside of the search field to bring up a monthly calendar of dates.

      Appointment_Book_Calendar_v1.png

    4. Click on the date that you want to view the appointment book for.

    5. Click the search icon (mceclip1.png) or press enter to view appointments scheduled on that day. A list of appointments for the selected date appears.

    6. A list of appointments for the selected date appears. Draft your message in the Text Message Body field at the bottom of the screen.

      Appointment_Book_Text_Screen.png

    7. Press the Send button (mceclip0.png).
    8. Select Yes on the confirmation screen that appears. Note that the message you drafted in the Text Message Body field is bolded here for you to review.

      Appointment_Book_Text_Confirmation_Screen.png

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