Learn how to navigate the calendar in Practice EHR


In the calendar tab you can review and manage your practice’s schedule.

  • See the provider’s schedule by day, week or month as well as the scheduled appointment time, location, patient name, reason for visit, insurance plan/copay information, call response, comments and status.
  • The calendar is color coded to easily see availability. Status colors include: yellow (blocked), green (booked), orange (overbooked) and white (open).
  • To schedule a new appointment, hover over the blue arrow icon and select “Book Appointment” or “Book from Waitlist”, then fill in the reason for the visit and other appointment details. To save, click the green “Create Appointment” button.
  • When hovering over the blue arrow icon for an existing appointment, you can also select the patient, get appointment details, check eligibility, cut/paste to reschedule the patient or book appointment.