This guide provides an overview of the Visit History page when accessed via a desktop browser.
The page is laid out in a table format with eight columns. All but the end columns are moveable, so the user can display the visit history data as they prefer. Figure 1 shows the default layout of the Visit History page.
Description of visit history columns
- Patient: Name, gender, and age
- Visit Time: Date and time
- Visit Type: Defined by each practice
- Provider: Name and email
- Status: Completed, canceled, or expired
- Paid: Green check mark if paid
- Kind: On Demand or Scheduled
a. Download a PDF of the visit
b. Open the chat message history (grey icon means no chat occurred in the visit)
c. Indicates chart was not signed (blue icon indicates the chart was signed)
d. See more: Opens the patient side panel
Description of visit history filters
Users have an assortment of filters available to them. They can filter by date range, specific providers, the status of a visit, charts that need to be signed, and what kind of visit it was (scheduled or on-demand). Examples of the five filters are shown below in Figures 4 - 8.
Still have questions?
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