Huddle Tags: Schedule View & Patient Snapshot View

On the schedule, you will see on each appointment any tags for that patient.

Hover over any appointment to see more information.

Click on any appointment to view the patient snapshot.

• You can see the list of tags that pertain to this patient & appointment.

From the patient snapshot, to have some options: Click the 3-dot menu

• View on Schedule: View this appointment on the schedule.

• Edit: This will take you to the edit appointment page.

• History: Shows you the History of the appointment.

• Print Estimate: This will print a copy of the treatment plan estimate for this appointment.

• Print Route Slip: This will print a copy of the route slip for that appointment.

• Save As Hold: This places the appointment in the Appointment Holds section.

• Delete: This will delete the patient appointment.

Click the Calendar icon to view all patient appointments. (Past, Present, Future)

To return to the current appointment, click on the date in the list.

You can update the patient appointment status from the snapshot.

Click the appointment status and select the new appointment status. This will be updated on the schedule.

Some additional information you will find on the patient snapshot:

• Procedures that are attached to the appointment.

• Notes on the appointment

• Negotiated Rate (fee schedule total for appointment).

• Patient Estimate (patient coinsurance for the appointment).

• Patient Forms related to this appointment.

• Primary Provider
• Insurance preview