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Help Center · Patients & Records

View all appointments

3 min read

Every appointment you've ever charted lives in one place — a single scrollable list you can search, filter by date or status, and reopen with a click.

Opening the list

On the home screen, the last card in your notes carousel is View all appointments — there's also a plain link underneath it. Click either one to open the list.

  • On a wider screen, the list slides in beside the day's schedule.
  • On a phone, it takes over the whole screen.

What you'll see

Appointments are grouped under day headings — Today, Yesterday, then the date — newest day first, and the headings stay in place as you scroll. Each heading shows how many appointments happened that day and has a caret you can click to fold the day away.

Under each heading, every appointment is a single row showing:

  • The time
  • The patient's name (or Unnamed patient if no one was linked to the appointment)
  • The first line of the note
  • An In progress mark if the appointment is still being charted

Click anywhere on a row to open that appointment.

Searching and filtering

Type in the search box to find an appointment instantly — it searches both patient names and the full text of your notes, so even a word you remember writing will surface the visit. Press / to jump straight to the search box.

Next to search, you'll find:

  • A date range picker — a week to start with, or any range you choose.
  • Status filters: All, In progress, Completed.

Tip: If you can't remember the date of a visit, search by a phrase from the note instead of scrolling to find it.

Replaying or deleting an appointment

Hover over a row to reveal two actions, kept out of the way until you need them:

  • Replay note — plays back how the note was written and by whom.
  • Delete — removes the appointment. You'll be asked to confirm before anything happens.

Note: Deleting an appointment also deletes its notes, and this can't be undone. The confirmation step is there to catch a stray click.

When the list is empty

The list explains itself depending on why nothing is showing:

  • Nothing charted yet — no appointments exist.
  • Nothing in the selected date range — with an option to show all time instead.
  • No results for your search — with an option to clear it and start over.