View Patient Information in List View

To view a patient's information while in the list view of the Scheduler:

• Click the Expand icon (plus sign) in the first column of the patient's appointment.

The row expands to reveal demographic information about the patient as well as their insurance detals and appointment notes. You can take the following actions from the expanded row:

• Add or edit the appointment note, as explained in Add Appointment Notes in List View.
• Edit the Last verified date and other information about the patient's insurance by clicking the pencil icon under the primary or secondary insurance. This will open the Add/Edit Insurance window. For more information see Add or Edit an Insurance Plan.

  

To expand all rows in the list view, click the Expand icon located in the header row of the first column.

Note: If the patient's demographic or insurance information has been updated since you opened the Scheduler, you can update the view with the new information by clicking the Refresh button in the upper-right corner of the expanded appointment.