Ways to View Your Schedule

In this article we will be discussing the way to view your schedule with the benefits of each of their own utilization. 

1) General Schedule:

  • Primary use is for Scheduling Patients, Check In and Checkout Patients, and Using the "Quick Links" for Adding a Patient or Taking a Payment.
  • Viewing schedule in the Day / 2 Day / Week / Month format.
  • Where you can Customize Your Schedule.
  • When we scroll down with the toggle open we can access the customize button to Customize Your Schedule.

2) List View Schedule:

  • Primary use is for seeing what patients may be missing form their profile that could slow down the process of seeing patients or billing.
  • This is a powerful report that allows you to see based on the date or days you are viewing the schedule patients missing information or visit notices, such as Evaluation Slot Types, will display in the highlighted color.
  • Can go through the traditional Check In, Check Out, or Cancel procedure using the "Edit" option of the Appt Column:

  • Can Delete Multiple Appointments, *This is Not to Cancel Appointments*, this method will delete the appointments selected: 

  • The row Highlights includes:

  • As well as a comprehensive list of optional columns that you can make customized reports, these can be added from the "Actions" Button > *Click* on "Columns" and add the Columns you would like to display on the right side:

This viewing preference of the schedule can be found from your General Schedule & either through the Hyper Link "Schedule List View" or  the Quick Links "List View"  

Hyper Link "Schedule List View" option:

Quick Links "List View" option:

Once in the List View Schedule you can minimize the Highlight Legend by clicking on the Drop Down arrow:

List View with the Highlight Legend minimized:

3) The "Today" Report:

Great Report that has access to multiple reports at the same time including the Follow Up, Low Auths, Low POC, Upcoming MD, & Missing in Schedule:

  • Able to process the traditional Check In, Check Out, or Cancel procedure using the "Edit Check-In" Column:


If you have any questions on how to view your schedule please contact us at support@heno.io

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