The Calendar View gives you a clear, visual overview of all appointments.
By default, the calendar opens in the weekly view, but you can switch to daily or monthly if you prefer.
On the left side, you’ll see a small monthly calendar and a list of all patients. You can use this list to quickly filter the calendar.
At the top of the calendar, you’ll find filters that help you sort appointments by status:
Upcoming (blue)
Confirmed appointments between you and the patient.
Pending (yellow)
Appointments that are still waiting for confirmation.
Rejected (red)
Declined appointment requests.
Completed (green)
Sessions marked as completed.
Scheduling an Appointment
To schedule a new appointment, click on any future date in the calendar.
The Add Appointment button becomes active, opening a pop-up form where you can:
Select the patient (searchable list).
Choose the appointment time and duration.
Pick the type: On-site or Telehealth.
Add an optional note for the patient.
If the appointment is on-site, select the service location from your predefined list.
Once sent, the appointment appears in the calendar with the appropriate color code.
Managing Appointments
Clicking on any scheduled appointment displays its full details, including:
Patient name
Appointment type (on-site or telehealth)
Time and duration
Meeting link (for telehealth)
Appointment status
From here, clinicians can join, reschedule, or reject pending appointments. For tele-appointments, clicking ‘Join’ will open Allia’s built-in telehealth experience.