Viewing Appointment Counts for Clinicians

Viewing Appointment Counts for Clinicians

Overview

The Calendar Day View displays the total number of active appointments scheduled for each clinician. The appointment count appears next to the clinician's name at the top of the clinician's calendar column.

The count automatically updates when appointments are created, edited, moved, cancelled, or deleted.

The appointment count includes individual appointments, recurring appointment instances occurring on the selected day, and group appointments. 

Notes
The appointment count is applicable only to Day View. It is not available in Week View, Month View, or Quick Calendar.

Viewing the Appointment Count

To view the appointment count:

  1. Open the Calendar.
  2. Select Day View.
  3. Select the date you want to view.
  4. View the appointment count next to each clinician's name.

The count represents the total number of active appointment instances scheduled for the selected day.


Appointments Included in the Count

The appointment count includes:

  • Individual appointments.
  • Recurring appointment instances occurring on the selected day.
  • Group appointments.

The following appointment statuses are considered active and are included in the count:

  • Scheduled
  • Confirmed
  • Checked-In
  • Occurred
  • No Show
  • Rescheduled

For recurring appointments, only the occurrence scheduled for the selected day is included in the count.

Appointments Excluded from the Count

The appointment count excludes:

  • Cancelled appointments.
  • Deleted appointments.
  • External calendar events synced from third-party calendars.

Updating the Appointment Count

The appointment count automatically updates when an appointment is created, deleted, cancelled, or modified.

The count updates when:

  • An appointment is created.
  • An appointment is deleted.
  • An appointment is cancelled.
  • An appointment is moved to another clinician.
  • An appointment is moved to another date.
  • A recurring appointment occurrence is added, deleted, or rescheduled.
  • A group appointment is created, deleted, or moved.
  • An appointment is updated through drag-and-drop and the clinician or appointment date changes.

The appointment count updates automatically without requiring you to manually refresh the Calendar.

Supported Calendar Views

The appointment count is currently applicable only to Day View.

The appointment count is not available in Week View, Month View,  or Quick Calendar.


FAQs

Which appointments are included in the appointment count?
The count includes individual appointments, recurring appointment instances occurring on the selected day, and group appointments. Active appointment statuses, including Scheduled, Confirmed, Checked-In, Occurred, No Show, and Rescheduled, are included.

Which appointments are excluded from the appointment count?
Cancelled and deleted appointments, and external calendar events synced from third-party calendars are excluded.

How are recurring appointments counted?
Only the recurring appointment occurrence scheduled for the selected day is included in the count.

Does appointment duration affect the count?
No. Each appointment instance counts as one appointment regardless of its duration.

Does the appointment count update when an appointment is moved or modified?
Yes. The count automatically updates when an appointment is created, deleted, cancelled, moved to another clinician or date, or modified through drag-and-drop.

Is the appointment count available in all Calendar views?
No. The appointment count is currently applicable only to Day View. It is not available in Week View, Month View, or 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.