Scheduling · Appointment information
Appointment Statuses #
Appointment Status Codes are configurable labels and colors that support your practice’s scheduling workflow.
Open Appointment Status Codes #
- Select the Schedule tab on the Phoenix ribbon.
- In Appointment Codes, select Appointment Status Codes.
- The Appointment Status Codes window opens.
What each field controls #
- Display Name identifies the status.
- Menu Caption is the caption associated with it.
- Status Color is the color associated with the status.
Add a status code #
- Select Add.
- Enter the Display Name and Menu Caption.
- Choose the Status Color.
- Review the values, then select Save.
Use names and colors that follow your practice’s workflow. Avoid labels that staff could confuse with an existing status.
Update a status code #
- Use the record controls or lookup to locate the status.
- Confirm that you selected the intended record.
- Change the needed value.
- Select Save.
Communicate color changes
If you change a status color, tell scheduling staff so they do not interpret the updated display incorrectly. Before deleting a status, have an authorized administrator review where it is used.