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📅 How to View a Patient’s Past Appointments in Aloha

appointment-history, past-appointments, patient-schedule, contact-appointments

Jim Aminloo avatar
Written by Jim Aminloo
Updated over 3 weeks ago

✨ When You Need This Guide

Need to check a patient’s past visits or upcoming appointments? You’re in the right place! Use this guide when:

  • You’re reviewing a care plan or treatment schedule

  • A patient asks about past appointments or no-show records

  • You need to confirm which provider they saw or what type of appointment it was

  • You're organizing your schedule or preparing for a patient's visit

Whether you're supporting patient care or managing your day-to-day tasks, this quick view keeps everything in one spot.


✅ How to View a Patient's Appointment History

  1. Go to the CONTACTS tab
    Click on “Show Contacts” to open your contact list.

  2. Search for the patient
    Use the search bar in the top-right corner to quickly find the contact you're looking for.

  3. Click the patient's name
    This will open their Contact profile.

  4. Click on "Appointments"
    This tab shows all past and upcoming appointments for that patient, including:

    • Appointment type (e.g., Adjustment, Consultation)

    • Provider name

    • Appointment status (Completed, Missed, Canceled, etc.)

    • Last reminder sent

    ✨ It’s a helpful snapshot for planning, follow-up, or quick reference during a call or visit.


💡 Common Scenarios & Solutions

Scenario

What Might Be Happening

What You Can Do

Can’t find the patient

Name might be misspelled or saved under a nickname

Try partial names or double-check the spelling

Appointments not showing

May be looking at the wrong contact or profile

Make sure you’ve selected the right patient profile

Unsure what a past appointment was for

The appointment type shows the visit purpose

Hover over or check provider notes if needed

Need to check reminders

Unsure if a patient received reminders for an appointment

Look at the "last reminder" column in the appointment tab


🎉 You'll Know It Worked When:

  • You can see a full list of both past and future appointments

  • Appointment types, statuses, and reminder info are clearly visible

  • You’re able to use this info to support scheduling, care planning, or follow-ups


💬 Need Help? We're Happy to Assist!

Still not seeing what you expect? Let us help you sort it out quickly.
🕘 Our response time is within 30 minutes via in-app chat during business hours.


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