Attendance

The Attendance tab on a patient's chart lists the patient's appointments, newest first, with:

• the date and time,
• the patient's status on the appointment, such as Scheduled, Completed, Cancelled, Late cancel or No show,
• the appointment type, discipline and location,
• the providers on the appointment.

A telehealth appointment that is still coming up or under way shows Join Meeting, which opens its meeting link in a new browser tab (see Telehealth).

The list is read-only. Click the date to open the appointment on the schedule, where you can change, cancel or reschedule it. Voided appointments, booked in error, do not appear.

The tab shows No appointments yet. until the patient's first appointment is booked.

Print upcoming appointments for the family#

Click Upcoming Appointments above the list to save a one-page handout of the patient's booked appointments for the next 12 weeks: the date, the time on the clock of the location they visit, the providers and where the appointment takes place (the location, Home, School or Telehealth (online)). Cancelled appointments are left off.

The handout carries the clinic's letterhead and asks the family to call if they need to change a time. It never shows appointment codes, subjects, notes or anything clinical, so it is safe to hand to a caregiver or send to a school for pull-out planning.

Email upcoming appointments to the family#

Click Email Upcoming to send the same handout as a secure link. Enter the Recipient email, then choose whether the one-time code goes to a second email address or, with the Text messages add-on, to a mobile number. Click Send Link.

The email holds only the link, never the appointments or the patient's name. The family opens the handout by entering the code, and the link works for 7 days. The handout is kept as it was when you sent it. The sent link appears under Secure emails on the chart's Documentation page, where you can see when it was opened or revoke it. Sending it needs permission to manage appointments.