Appointment Requests

Overview

When a patient requests to see a provider, a card appears on your Dashboard so you can review and schedule promptly. These requests are shown for legal cases where you are the Primary Attorney or Case Manager.

Card fields

• Patient: Name and identifier.
• Requested Provider/Type: Specialty or named provider if selected.
• Request date/time: When the request was submitted.
• Reason/Notes: Patient’s note (if provided).
• Actions: Primary action is Schedule.

Behavior

• Visibility: Only requests tied to your assigned cases are shown.
• Real‑time: New requests appear without a page reload in most cases.
• Deduplication: If a request is scheduled, the card is removed or marked completed.

Schedule button flow

1. Click Schedule on the request card.
2. You’ll be taken to the scheduling workflow or appointment creation screen.
3. Select provider, date/time, location, and confirm details.
4. Save to create the appointment; the request is resolved and a calendar/list entry appears under Appointments.
5. The appointment can then be viewed in Calendar - Day/Week/Month or List View, and managed via the Details Modal.

Tips

• Triage quickly: Prioritize requests with upcoming treatment needs.
• Use filters: If your dashboard is busy, filter to Appointment Requests.
• Cross‑check: After scheduling, verify it appears in the appropriate calendar view.

Troubleshooting

• Can’t schedule? You may lack permission or required provider/location settings. Try the Appointments area or contact an admin.
• Request not disappearing? Refresh; if it persists, confirm the appointment was created for the same case and patient.

See also

• Appointments — Calendar: Day View
• Appointments — Calendar: Week View
• Appointments — Calendar: Month View
• Appointments — Calendar: List View
• Appointment Details Modal