Accessing Quick Calendar Features
Overview
The Quick Calendar provides a streamlined view of a clinician’s daily schedule. It is designed for clinicians, schedulers, and front-office staff who need a quick way to verify appointments, update appointment statuses, print schedules, or navigate to a client’s chart or appointment without using the full Calendar module.
The Quick Calendar allows you to:
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Filter appointments by clinician and date.
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Include or exclude group appointments.
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Update appointment statuses.
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Hide cancelled or rescheduled appointments.
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Navigate to a client’s chart or appointment.
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Print schedules for a single clinician or all clinicians.
Accessing the Quick Calendar
You can access the Quick Calendar from the left sidebar.
Appointment View by Clinician and Date
The Quick Calendar displays all appointments for the selected clinician and date, including individual and group appointments.
To view appointments:
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From the left sidebar, select Quick Calendar.
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In the Filter by Clinician list, select a clinician. By default, appointments for all clinicians appear.
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In the Show Appointments on field, select a date.
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To display group appointments, select the Show Group Appointments check box.
Appointment Status Updates
Each appointment row includes a status field. To update a status, select the status box and choose the appropriate option from the list.
Cancelled and Rescheduled Appointment Visibility
To hide cancelled or rescheduled appointments, select the Hide Cancelled/Rescheduled check box.
Printing a Single Clinician’s Schedule
Select Print to print the selected clinician’s appointments for the chosen date.
The print preview displays:
Client name
Appointment date
Appointment time
Printing All Clinicians’ Schedules
Select Print All Clinician Appointments to print appointments for all clinicians scheduled on the selected date.
The generated report organizes appointments by clinician and includes:
Client name
Chart ID
Date of birth
Mobile phone
Appointment time
Appointment duration
Appointment type
Contact type
Location
Insurance details, including patient balance
Chart Navigation
Each appointment row includes a Chart option. Select Chart to open the client’s chart. You are redirected to the client’s Chart screen.
Appointment Navigation
Each appointment row includes an Appt option. Select Appt to open the client’s appointment details. You are redirected to the Appointment screen.
FAQs
You can find the Frequently Asked Questions (FAQs) on our Knowledge Base page.
Need Help?
📞 Phone: 443-203-5857
📱 Text: 866-301-0085
📧 Email: ticket@icanotes.com
💬 Chat: https://app.icanotes.com
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