Once appointments are entered in the Calendar, they are automatically listed in the Appointment List window for all providers.

To open the list select Appointment List from the View menu. You can schedule, edit, or delete appointments in the list window.

By default all appointments are listed including all dates and all Clients.  If you do not see the information needed, try to filter the list.

Filtering Appointments

Click the Filter  button, or right mouse click and select Filter to select clients, providers, insurance companies, or types of service to include for the appointment list. The Client list allows you to include Inactive Clients.

Clients tab: Click the Clients tab to include or exclude specific Clients. Below is a key for the Include/Exclude arrows.

To select specific Clients to include in the list, click a name or hold down the Ctrl key to select several names, and then click the Include Selected arrow. 

To add all names, click the double right arrow for Include All Active and Inactive.

Daily and Weekly Appointments

Click the Actions tab, and select Today or This Week from the drop down pick list in the Date field to display daily or weekly appointments.  You can also select a specific date or date range, using the From and To date fields.

To save the Appointment List, please see our article on Office Therapy - How to add and remove columns and saving My List