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Appointments: View, Join, and Manage

Updated over 2 months ago

The Appointments tab is the central hub for a patient/client to track their appointment history and upcoming care. The interface is designed to reduce no-shows and make joining virtual sessions effortless.

1. Navigation & Scheduling

Patients/clients can find their appointments in two primary locations:

  • Home Screen: Confirmed upcoming sessions appear at the top for immediate access.

  • Appointments Tab: A dedicated view at the bottom of the screen organized into three sections:

    • Upcoming: All confirmed and pending sessions.

    • Cancelled: A record of rescheduled or cancelled visits.

    • Completed: A history of past sessions.

2. Attending Sessions

The app provides distinct tools based on the appointment type to ensure the patient/client arrives in the right place:

  • Telehealth Sessions:

    • Join Button: One-tap entry into the virtual room from a mobile device.

    • Copy Link: Allows the patient/client to easily move the session to a desktop if preferred.

  • In-Person Visits:

    • Location Access: Displays the physical clinic address.

    • Get Directions: Integrates with the device’s map app for turn-by-turn navigation.

3. Managing Requests & Updates

Communication regarding schedule changes is instantaneous, keeping both clinician and patient/client aligned.

  • Pending Appointments: When you propose a new time, it appears as a request. The patient/client can Accept or Decline directly, updating your dashboard immediately.

  • Visual Indicators: * Red Dot: Appears on an appointment card when details have been updated.

    • Notification Counter: A badge appears on the Appointments icon at the bottom of the screen to signal new activity.


Pro Tip: For telehealth issues, suggest they check their signal or use the Copy Link feature to try a different device.

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