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Using appointment filters

PHOXBook pharmacy portal (rx.phoxbook.ca): How to filter the appointments calendar to find what you need.

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Written by William

Sidebar filters

Open the sidebar with the ☰ button left of the "Appointments" title. Its filters control what shows on the calendar and in the list. Changes apply immediately; there is no Apply button.

Filter options

Hide Cancelled

A checkbox that hides cancelled appointments. It is ticked by default.

Hide Orphaned (After Hours)

A checkbox that hides appointments booked outside the pharmacy's availability: after hours, on a holiday closure or in blocked time. It is off by default. These appointments carry an After Hours chip.

Service types

Checkboxes for each service type (for example Vaccines, Minor Ailment, MedsCheck). Untick a type to hide its appointments. All types are shown by default.

Search by patient

The Search by patient box in the header narrows the page to one patient's appointments.

Filtering by status

The Appointments page has no status filter. To see appointments by status:

  • On the Dashboard, use the status cards and Filters in Today's appointments

  • On the side menu's Calendar, use its appointment status checkboxes (Scheduled, Confirmed, Checked In, In Progress, Completed, Cancelled)

Date navigation

  • ← / → in the header: Move to the previous or next period

  • Today in the header: Jump to the current date

  • Mini calendar in the sidebar: Jump to a specific date

Statistics section

The sidebar shows counts for the current period:

  • Active Appointments: Every appointment that is not cancelled, completed ones included

  • Completed: Finished appointments

Clearing filters

The defaults are: Hide Cancelled ticked, Hide Orphaned (After Hours) unticked, and every service type shown.

Need help?

Open the Help Center from the ? icon in the header, or press Shift + ? for keyboard shortcuts.

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