How to Find and Filter Scheduled Visits

  1. Go to Encounters -> Scheduled.
  2. Use the search bar to find a visit by patient name.
  3. Click Today for today's visits.
  4. Click the filter icon next to the search bar for more options:
    • Tomorrow and Next Week shortcuts, or pick a date range on the calendar.
    • Sort Order: Recent or Oldest.
    • Charts per page: 5, 10 or 20.
    • Source: All, Autochart.ai or Autochart.ai Voice.

Import Day Sheet CSV is shown in the filter panel. It currently shows a Coming soon message.

Back to How To Use