⨠When You Need This Guide
Need to check a patientâs past visits or upcoming appointments? Youâre in the right place! Use this guide when:
Youâre 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.
â How to View a Patient's Appointment History
Go to the CONTACTS tab
Click on âShow Contactsâ to open your contact list.Search for the patient
Use the search bar in the top-right corner to quickly find the contact you're looking for.Click the patient's name
This will open their Contact profile.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
⨠Itâs a helpful snapshot for planning, follow-up, or quick reference during a call or visit.
đĄ Common Scenarios & Solutions
Scenario | What Might Be Happening | What You Can Do |
Canât 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 youâve 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 |
đ 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
Youâre able to use this info to support scheduling, care planning, or follow-ups
đŹ Need Help? We're Happy to Assist!
Still not seeing what you expect? Let us help you sort it out quickly.
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