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Today's appointments widget

PHOXBook pharmacy portal (rx.phoxbook.ca): Understanding and using the Today's Appointments section on the Dashboard.

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Written by William

Overview

The Today's appointments section shows every appointment booked for the day in one view. It refreshes on its own every 30 seconds; the "Updated" time and the refresh button sit at the top right.

Today's appointments

Status cards

Click a card to show those appointments. Each card shows a count:

  • All today: Every appointment booked for today, in any status

  • Scheduled: Booked, patient has not arrived yet (scheduled and confirmed)

  • Checked in: Patient has arrived and is waiting or being seen (checked in and in progress)

  • Completed: Service finished

  • Cancelled: Cancelled or no-show

The Filters button narrows the list further:

  • Status detail: Confirmed, In Progress, No Show

  • Eligibility: Eligible, Needs review, Not eligible, Not checked

Click Clear filters to remove them. Your choice is remembered the next time you open the Dashboard.

Other days

Use the arrows or the date picker at the top to see another day. Click Today to come back. On another day the title reads Appointments, and some actions are hidden:

  • On a past day: check in, no-show and cancel

  • On a future day: check in, start, complete and no-show

Appointment information

Each appointment row displays:

  • Time: Appointment time (for example, 10:30 AM)

  • Patient: Patient name, with "+N" when the booking includes other people

  • Service: The services booked, with an "Eligibility" line underneath

  • Status: Current status badge (and the room, if one is assigned)

  • Actions: Action buttons

Available actions

The action buttons are icons; hover over one to see its name. Depending on the appointment status, you can:

  • View details: See the full appointment

  • Check in: Mark the patient as arrived (click again to undo the check-in)

  • Start: Start the appointment

  • Complete: Mark the service as finished (available after Start)

  • No-show: Mark as a missed appointment

  • Reschedule: Change the appointment time

  • Cancel: Cancel the appointment

Using the widget

Checking in a patient

  1. Find the patient's appointment in the list

  2. Click the Check in button

  3. The status updates to Checked in

Completing a service

  1. Click Start when you begin the service

  2. When you finish, click Complete

  3. The status updates to Completed

When there are no appointments

If no appointments are booked for the day, you'll see:

"No appointments on this date."

When filters hide every appointment, click Show all. On another day, click Go to today.

Need help?

Open the full Appointments page from the Appointments card or the side menu.

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