Appointment Data
The Appointment Data page is your complete, searchable record of every appointment in your system. Use it to look up individual bookings, track status changes, filter by provider or source, and sync data with your PMS.
Appointment List
The main table displays every appointment with the following columns:
| Column | Description |
|---|---|
| Date Scheduled | When the appointment was booked (not the visit date) |
| Patient Type | New or Returning — color-coded for quick identification |
| Provider | The assigned provider for this appointment |
| Patient | Patient name with avatar |
| Reason | The visit reason selected during booking (e.g., "New Patient Exam", "Teeth Cleaning") |
| Source | How the patient found you — Website, Phone, Referral, etc. |
| Appt Time | The scheduled visit date and time |
| Status | Current appointment state |
Filtering and Search
Use the filter bar above the table to narrow results:
- Date range — Filter by booking date or appointment date
- Patient name — Search by first or last name
- Provider — Select one or more providers
- Status — Filter by Confirmed, Unconfirmed, Cancelled, No-Show, etc.
- Source — Filter by referral source or marketing channel
✅ Tip: Use the source filter alongside date range to measure how a specific campaign performed over a defined period.
Appointment Statuses
Each appointment can have one of these statuses:
| Status | Meaning |
|---|---|
| Confirmed | Patient confirmed the visit (via text, email, or phone) |
| Unconfirmed | Booked but patient has not responded to confirmation |
| Checked In | Patient has arrived at the office |
| Completed | Visit is finished |
| Cancelled | Appointment was cancelled by patient or staff |
| No-Show | Patient did not attend and did not cancel |
⚠️ Status changes are tracked with timestamps, so you can see exactly when an appointment moved from one state to another.
Status Change Comparison
The page includes comparison data showing how statuses have shifted versus the previous period. This helps you answer questions like:
- Are cancellations trending up or down?
- Is your no-show rate improving?
- Are more patients confirming before their visit?
Syncing Appointments
If your PMS integration supports two-way sync, you can trigger a manual sync from this page to pull in the latest appointment data. This is useful when:
- You've made changes directly in your PMS
- There's a delay in automatic sync
- You want to verify data accuracy before generating reports
Actions
For each appointment, you can:
- View details — Click into the appointment for the full record
- Update status — Change the appointment status manually
- Delete — Remove the appointment (with confirmation)
📘 Pagination controls at the bottom of the table let you navigate through large result sets.