How to Use the Today’s Appointments Feature
Staying on top of your schedule is easier than ever with the Today’s Appointments panel. This feature gives you a real-time look at your appointments — including membership status — so you can identify opportunities and engage patients with confidence.
Accessing the Today’s Appointments Panel
Step 1: From your main navigation menu, click on Today’s Appointments.
Step 2: The panel will open with your current day’s schedule automatically loaded.
Note: This feature requires PMS integration to be configured for your office.
What You’ll See
Inside the panel, you’ll find:
Real-time appointments: Organized around the current time (5 before and 5 after).
Membership status indicators: Easily see if a patient is an active member, expired, or has no insurance.
Opportunities at a glance: Quickly identify patients who may benefit from joining your membership plan.
Navigating Appointments
Use the time indicator to see where you are in the day.
Scroll through past and upcoming appointments for context.
Membership details are displayed right next to each patient, making it easy to act on opportunities.
Using the Panel to Enroll Patients
When you spot a patient who’s not yet a member:
Select their appointment.
Use the One-Click Enrollment option to pull their data from PMS.
Complete their membership signup directly from the panel.
Benefits of Today’s Appointments
Save time: No more flipping between systems.
Engage smarter: Start the membership conversation at the right moment.
Boost conversions: The right patients, the right time, in the right place.
For further assistance or questions about the Today’s Appointments feature, please contact our support team at [email protected].
Stay ahead of your schedule — and your membership opportunities