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The Patients tab provides a read-only view of appointment schedules and details. A schedule view is only available to clients who provide an appointment data feed.

Patients Tab

Upon opening the Patients tab, the current day's schedule loads based on schedule resources assigned to the logged-in user and the appointment data feed received from the client.

To search for a particular patient appointment, enter search criteria in the search box and press Enter or click Search.

Only the data fields displayed in the grid will be searched for matches. Clear the search box to display all appointments for the chosen date. A patient search cannot be performed without an appointment date.

Multiple data types can be searched at once by separating the data with a space. For example, to search for an appointment with "Knee" in the appointment reason field and "Derk" in the patient name, type "knee Der" in the search text box.

Advanced Search Click Advanced Search to enter additional search parameters.

  • Contains - Search by full or partial data to match in any data field displayed in the search results grid.
  • Patient First Name - Search by the patient's full or partial first name.
  • Patient Last Name - Search by the patient's full or partial last name.
  • Patient ID - Search by the patient's full or partial MRN.
  • Appointment Date - Select a single date to search for the patient. This field is required.
  • Resources - Specify which appointment resource code to filter by. Only resource codes assigned to the user will be displayed in the selection list. Select All to show matches from all resource codes.
  • Order Number - Search by the full or partial appointment order number.

Click the clear button to remove all advanced search criteria and display all appointments for the selected date, or search to perform the patient search.


If the search criteria needs to be removed from Advanced Search use the clear button in the Advanced Search window; clearing the Search text box will not clear the Advanced Search criteria.

Patients Data Grid

The data grid displays patient appointments that match the search criteria and can be customized by changing the included fields, grouping, and sorting. Patients Data Grid

  1. Appointment Date - Type a date into the text field or click the calendar icon to choose a date from the calendar.
  2. Results - Displays a count of matching appointment records.
  3. Refresh - The refresh button performs the same search again.
  4. Default Layout - Resets the data grid to the default layout, removing any changes previously made to the included columns, grouping, and sorting.
    Choose Columns
  5. Choose Columns - Opens the Column Chooser. Drag columns from the chooser to the desired location in the grid to add a new column. Drag a column from the grid to the Column Chooser to remove a column.
  6. Results per page - Choose how many appointment records to return per grid page.
  7. Group - Drag any column header from the grid or Choose Columns window to the grouping row to group the results based on that data criteria. For example, drag Location to the grouping row to group all appointments at the same location together. Multiple groups can be added. Groups will automatically be used to sort the data. Click the group column to toggle between ascending and descending order.
  8. Reorder - Drag and drop columns to reorder grid columns.
    Reorder Columns
  9. Sort - Click any column header to sort results by data in that column. Click the column header again to toggle between ascending and descending order. The sort order will be identified by an up arrow (ascending) or down arrow (descending). To remove the sort from a column hold the Ctrl key while clicking the column header.
  10. Remove Column - Hover the mouse pointer over the column header and click X, or drag the column into the Choose Columns window to remove it from the grid.
    Remove Column
  11. Actions - Click View Appointment Info in the Actions column to view appointment details. The appointment information cannot be edited.
  12. Expand Group - Click + at the head of a collapsed group to display all records within the group.
  13. Collapse Group - Click - at the head of an expanded group to hide all records within the group.
  14. Expand all - Click to display all records for all groups.
  15. Collapse all - Click to hide records for all groups.