Appointments

When viewing appointments, you can select either of 2 views: Calendar View or List View.

Viewing Appointments in Calendar View

The Calendar View of the Appointment Calendar enables you to view your scheduled and cancelled appointments on a calendar. The Calendar View consists of a date selector and a calendar that displays your appointments according to a time frame you select. You can view your calendar by a daily or monthly time frame.

You can browse forward or backwards through the months in the date selector to view past and upcoming appointments. You can also select a month and year from the date selector drop-down fields.

A date in bold font in the date selector indicates that you have a scheduled or cancelled appointment on that date. Clicking this date causes the appointment to display in the calendar according to your selected time frame.

Viewing Appointments in List View

The List View of the Appointment Calendar displays your appointments in a list, sorted by date. Each appointment that is displayed in the list includes the appointment name and meeting time (including time zone). You can filter your appointment list to display past or upcoming appointments. Upcoming appointments appear in chronological order and past appointments appear in reverse chronological order.

Viewing Appointments from Multiple Data Sources

Some care providers span multiple facilities, with patients visiting the different facilities for different types of care. These separate facilities can have separate databases containing different scheduling information for a single patient. These separate facilities/databases can be represented in Sunrise Patient Portal™ as separate data sources.

If your healthcare organization has configured multiple data sources for appointments, each data source is displayed as a check box in the Show calendar from box. This enables you to easily identify the facility location of your appointment.

View appointments

Procedure

  1. In the left pane, select a view: Calendar View or List View.
  2. If you are using the Calendar View:
    1. In the left pane, select a time frame for viewing the calendar.
    2. In the left pane, in the calendar tool, use the drop-down fields or the and buttons to select a month and year. A date in bold indicates that an appointment falls on that date.
    3. Click the date in bold for the appointment to appear in the right pane calendar according to your selected time frame.
    4. If your care provider has configured multiple data sources, use the Show Calendar From check box to select the data sources from which you want to view your appointments.
    5. To view the appointment details, double-click the appointment in the right pane calendar. The Appointment Details window opens, displaying the details for the appointment.
  3. If you are using the List View:
    1. a. For the View check box, select whether you wish to view past or upcoming appointments. Your appointments appear in the right pane calendar.
    2. If your care provider has configured multiple data sources, use the Show Calendar From check box to select the data sources from which you want to view your appointments.
    3. To view the details for an appointment, click the appointment in the right pane calendar. The Appointment Details window opens, displaying the details for the appointment.

Appointment details

Appointment Details displays information for each appointment.
  • Patient Name
  • Type of appointment
  • Status (This field is only displayed if the appointment has a status of "Cancelled" or "Wait List".)
  • Date of the appointment
  • Time of the appointment
  • Appointment duration
  • Care Provider (if applicable)
  • Location
  • Special instructions
Note: You can use the Prev and Next links to page through the details of all the appointments on your calendar.

Migrate an appointment to a personal calendar

If you use an application with iCalendar support, you can migrate appointments from the Appointments web part to your personal calendar. Examples of applications with iCalendar support include Microsoft® Outlook®, Google Calendar™, Windows Live® Calendar, and Facebook.

Procedure

  1. From the Appointments web part, double-click the appointment to view the appointment details.

    Appointment Details opens

  2. Click Add to Calendar.

    File Download is displayed.

  3. Click Save.

    Save As is displayed.

  4. Navigate to the folder where you want to save the file and click Save.

    The appointment is saved to your computer as a .ics file.

  5. Using your calendar application, import the .ics file into your personal calendar.

    Refer to the online help of your calendar application for instructions on how to import items into your personal calendar.

Make an appointment request

You can use the Appointments web part to request an appointment with your care provider. When you click the Request an Appointment link Secure Health Messaging opens, enabling you to compose an appointment request message.

Procedure

  1. Click the Request an Appointment link.

    Make an Appointment Request opens.

  2. For To, select the care provider for your appointment.
  3. Click Next.
  4. Enter the applicable information.

    You should note the care provider's office hours when selecting a date and time for your appointment request.

  5. When you are finished, click Send Request. The appointment request is sent to your care provider.