Accessing Quick Calendar Features

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:

  • Filter appointments by clinician and date.

  • Include or exclude group appointments.

  • Update appointment statuses.

  • View chart details.

  • Hide cancelled or rescheduled appointments.

  • Navigate to a client’s chart or appointment.

  • Print schedules for a single clinician or all clinicians.


Accessing the Quick Calendar

You can access the Quick Calendar from the left sidebar.




Filter Appointments by Clinician

Use the Clinician dropdown on the Quick Calendar to display appointments for a specific clinician. The calendar shows only appointments where the selected clinician is the primary clinician. To view appointments for all clinicians, select All from the dropdown.



Filter Appointments by Date Range

Use the Date Range filter to display appointments within a specific period. Select a start date and end date to view only the appointments scheduled during that time frame. The selected date range cannot exceed one month. To view appointments for a different period, adjust the date range accordingly.




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.



View Chart Details

Hover over a client's name to view key chart information. The chart details include:

  • Client name and date of birth
  • Current diagnoses
  • Active problem list
  • Current medications
  • Adverse drug reactions
  • Patient notes and risk factors

This information provides a quick overview of the client's clinical details without opening the chart.




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 on the selected date. The option is available only for a single date selection. If you select a date range, the Print All Clinician Appointments button is disabled.







Refer to the screen below. When a date range is selected, the Print All Clinician Appointments button is disabled and displays a tooltip on hover.



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

Which appointments are displayed when I select a clinician?
The Quick Calendar displays appointments where the selected clinician is the primary clinician.

What is the maximum date range I can select?
You can select a date range of up to one month.

What information can I view by hovering over a client's name?
Hover over a client's name to view key chart details, including the client's date of birth, diagnoses, medications, problem list, adverse drug reactions, notes, and risk factors.

Why is the Print All Clinician Appointments button disabled?
The Print All Clinician Appointments option is available only when a single date is selected. If a date range is selected, the button is disabled.

Can I hide cancelled or rescheduled appointments from the calendar view?
Yes. Select the Hide Cancelled/Rescheduled checkbox to exclude cancelled and rescheduled appointments from the Quick Calendar.


Need Help?

For further assistance, contact:
📞 Phone: 443-203-5857
📱 Text: 866-301-0085
📧 Email: ticket@icanotes.com
💬 Chat: https://app.icanotes.com


Proprietary Notice Information: This article is provided for informational purposes only, and the information herein is subject to change without notice. While every effort has been made to ensure that the information contained within this article is accurate, ICANotes cannot and does not accept any type of liability for errors in, or omissions arising from the use of this information.

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