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Help patients view, join, and manage appointments

Show patients and clients where to find appointments, join visits, and respond to schedule changes.

Patients and clients can use the Appointments tab to review upcoming, cancelled, and completed visits.

Find appointments

Appointments appear in two places:

  • Home Screen: Shows confirmed upcoming sessions.

  • Appointments Tab: Organizes sessions into Upcoming, Cancelled, and Completed.

Attend a session

Available actions depend on the appointment type:

  • Telehealth Sessions: Use Join Button to enter the virtual room, or Copy Link to open the session on another device.

  • In-Person Visits: Review the clinic address and use Get Directions to open turn-by-turn directions.

Manage requests and updates

  • Pending Appointments: A proposed time appears as a request. The patient or client can select Accept or Decline, which updates the clinician dashboard.

  • Red Dot: Appears on an appointment card when details change.

  • Notification Counter: Appears on the Appointments icon when there is new activity.

Note: For telehealth issues, suggest checking the connection or using Copy Link to try another device.

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