This guide provides an overview of various calendar settings within our system. A separate guide covers enabling/disabling a calendar, setting provider hours, and managing exception hours.
Calendar Order and Color
Navigate to User Calendar Settings > Calendar Order.
The order set here determines how your calendar tabs appear.
Calendar cover color affects the tab's appearance at the top.
Provider View vs. Tab View
Provider View: Displays multiple provider schedules side by side.
Use this to get a full overview of your office's schedule.
To hide specific providers, click the settings icon and uncheck the calendars you don’t want to see.
Tab View: Each provider has a separate calendar tab.
Clicking on a tab displays only that provider’s calendar.
The push pin icon allows you to set a default tab, overriding the calendar order.
This setting is a per user setting and do not affect office-wide settings. Each user can have different preferences for how their calendar displays.
Visibility Settings
Hide Completed Appointments: Filters completed appointments from your view.
Toggle between showing or hiding completed appointments.
Completed appointments are not deleted; they are simply filtered from view.
This setting is also available as a checkbox.
This setting is a per user setting and do not affect office-wide settings. Each user can have different preferences for how their calendar displays.
Icons on the Calendar
Icons provide quick status updates on appointments.
Reminder Status: Displays a thumbs-up for confirmed appointments and an “X” for denied ones.
Appointment Status: Indicates whether the appointment is scheduled or completed.
Walk-In Indicator: A small figure icon appears when a walk-in appointment is marked.
SOAP Note Icon: A sticky note icon appears when a SOAP note is entered for the day.
Language Preference Indicator:
Displays “ES” if the patient’s preferred language is Spanish.
If the language is English, no icon is displayed.
Time Display on the Left Panel
The times displayed on the left side of the calendar are set when configuring provider hours.
Provider hour settings will be covered in a separate guide.