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Calendar - List View

Overview​

The List View shows upcoming and past appointments in a sortable table for all cases where you are the Primary Attorney or Case Manager. Use it to scan many visits quickly, sort, and take actions in bulk.

Add screenshot at ./img/list-view.png when available.

Columns you’ll see​

  • Patient Name and DOL (date of loss).
  • Date and Time of the appointment (with timezone).
  • Provider and Specialty.
  • Appointment Type/Procedure.
  • Location Address.
  • Status (e.g., Confirmed, Checked In, Scheduled, Canceled, No Show).
  • Checked In Date (if applicable).
  • Action menu (View, Reschedule, Download, etc., based on permissions).

Behavior​

  • Scope: Only appointments tied to your assigned cases are listed.
  • Sorting/Filtering: Sort by any column; filter using the search bar.
  • Live status: Status updates propagate from the provider workflow (e.g., Confirmed, Checked In).

Common actions​

  1. Use the Action menu to open the appointment Details modal.
  2. Reschedule or cancel if needed based on client/provider updates.
  3. Download reports (when available) or create follow-up tasks.

Tips​

  • Prioritize: Sort by Date to work the most imminent visits.
  • Investigate: If many No Shows are visible, check reminder settings for the client.

Troubleshooting​

  • Missing appointment? Clear filters and confirm you’re assigned to the case.
  • Wrong status? Refresh and verify the provider’s system updated the status.