Filtered views in the Appointment module display only the information you need for the task at hand: searching for availability, confirming appointments, following up with patients, managing no-shows, and more.
They are available in all displays (Month, Week, Day, Agenda) and apply to multiple calendars at once, so you no longer need to check them one by one.
🎥 Training video (in French)
Select a filtered view
In the Appointment module header, open the views drop-down menu.
Select the view that matches the task at hand.
To return to the default view (marked with an asterisk *), click the button
to the left of the menu.
Contextual views
Each contextual view is designed for a specific task.
View | Use it to… |
 Search availability Formerly the Search availabilities mode | Find availability by filtering by activity(ies), time slot (e.g., 8 a.m. to 12 p.m.) and calendar group (e.g., Nutritionist, Nurse). |
 Confirm appointments | Identify patients who have not confirmed their attendance so you can follow up with them. |
 Review proposals | Track pending appointment proposals and identify patients to follow up with. |
 Reassign appointments Formerly the Appointments to reassign mode | Manage appointments that need to be reassigned from a calendar. Select a past date, then click the View more button. |
 Manage no-shows | Review appointments where the patient did not show up or cancelled after the deadline, in order to bill according to the clinic's cancellation policy. |
 Booked online | Identify errors in online bookings, such as a patient booking an appointment for sinusitis in a time slot reserved for blood draws. |
 Cancelled online | Track appointments cancelled by patients through a web portal and identify those to contact for a new appointment. |
Display all filters | Display all 6 available filters to create a custom view. |
General views
General views are used for day-to-day schedule viewing.
View | Use it to… |
Hide cancellations Formerly the Show cancelled appointments toggle | Hide cancelled appointments. |
No filter | Show cancelled appointments and return to a simpler header without filters.  |
Customize your default view
The default view is the one displayed when you open the module. To change it:
Select the view of your choice, then adjust the filters as needed.
⏩ To quickly select a single filter, hover over the filter and click the Only option.
Click the disk icon to save your display preferences.