Appointments Tab

All sections include columns with:

• Date/Time- date of the appointment. If the Show Cancelled box is checked, cancelled appointments are highlighted in red 
• Attendee- student attending the appointment. Clicking the student name will take you to the student’s profile.
• Service- reason for appointment 
• Course- any associated course for the appointment
• Comment- information the staff person or student added when scheduling the appointment
• Organizer- the appointment was with this staff person
• URL/Phone Number- link or phone number for the appointment 
• Report Filed?- was an appointment summary report filed? Options are Not Yet, which will also show if the appointment was cancelled; Report Details in green, with a link to view the appointment summary report; and NO SHOW in green.
• Details- shows information about the appointment and allows staff to cancel or change the appointment.
• Pre Appt Questions- if configured, shows questions a student was sent and answered prior to the appointment

Upcoming Appointments

Staff can filter these by Care Unit. Shows any scheduled appointments that are coming up. Clicking the Show Cancelled box will show any cancelled appointments that were scheduled for a future date.

Reporting

Recent Appointments

Shows appointments that occurred within the last 90 days. 

Recent Reports You Created

Shows information about the report staff filed on the appointment, including if a follow-up appointment was marked by staff. If staff has permission to delete the appointment report, a Delete link can be found here as well.