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Explore and Manage Appointment Views in Emerge

This tutorial explains the different appointment views available in Emerge. You will learn how to access and use each view to manage appointments effectively.

Written by Luiz Uggioni Savi

1. Understand Appointment Views

This video will help you understand the different appointment views that Emerge has.

Understand Appointment Views

2. Access Appointment Views

And what we recommend for different user types. The first thing you're going to do from the dashboard is select appointments. From here, you're going to scroll to the appointment view button that can be found here on the right hand side. When you select this button, you'll get the options that we have available for different appointment views.

Access Appointment Views

3. Explore Monthly Appointment View

The first available view is the monthly view. This view shows a practitioner's appointments for a full month. You can select one practitioner or multiple practitioners. For the tutorial today, we're just going to look at one practitioner's schedule.

Explore Monthly Appointment View

4. Review Week Appointment View

The next available appointment view is the week view. And this shows the practitioner's appointments that are available for the week.

Review Week Appointment View

5. Use Week View for Booking

This is the view that we recommend administrators use when booking appointments, as it is the clearest view for administrative booking.

Use Week View for Booking

6. Focus on Day Appointment View

The next view is the day view, which focuses on the present day's appointment schedule.

Focus on Day Appointment View

7. Expand Appointment Options

Click "expand_more"

Expand Appointment Options

8. Understand Schedule View Benefits

The next view we have is called the schedule view. Many doctors and providers who use Emerge like this view as it allows them to clearly see the upcoming appointments they have available this week.

Understand Schedule View Benefits

9. View Completed Appointments

We also offer a history view which shows completed appointments. As you can see, I don't have any completed appointments at this time.

View Completed Appointments

10. Book Using Practitioner View

And finally, we offer the practitioner's view. The practitioner's view is an efficient way for administrators to select appointment types in the future. You would select the practitioner. Next, you would select the type of appointment you would like to book. It will pull up those available dates that this practitioner has available.

Book Using Practitioner View

11. Complete Appointment Views Overview

Congratulations, you have now had a look at the different view types of appointments we have available in Emerge.

Complete Appointment Views Overview

You have now explored all the different appointment views available in Emerge, including monthly, weekly, daily, schedule, history, and practitioner views. Use this knowledge to efficiently manage and book appointments tailored to your needs.

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