Help Center · Patients & Records
View all appointments
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.