Schedule Overview
The Schedule is where you manage your clinic’s day-to-day operations.
It provides a real-time view of all appointments across providers and locations, making it the central place to coordinate patient care.
This view shows your calendar by provider or location, allowing you to quickly see availability, booked visits, and gaps in the schedule.
Most teams spend a significant portion of their day here—monitoring the schedule, making adjustments, and ensuring everything runs smoothly.
Appointments
Each appointment includes key details like the patient, provider, visit type, and status. From this view, you can quickly understand what’s happening throughout the day and take action when needed.
Appointments can be created, updated, or moved directly from the schedule, making it the primary workspace for front desk staff.
Appointment Related Activities
From the schedule, you can also review the status of and send associated intake forms and outcomes surveys easily. This feature is only available if you're using Second Door for intake and/or outcomes.
Managing the Day
The Schedule is often used in real time to:
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fill open slots
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reschedule patients
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confirm upcoming visits
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track no-shows or cancellations
Because it updates dynamically, it serves as the operational hub for keeping providers productive and schedules full.
Provider & Location Views
You can toggle between different views depending on how your organization operates. Some teams prefer to view schedules by individual provider, while others focus on location-level visibility.
This flexibility allows you to manage both micro (provider-level) and macro (clinic-level) scheduling needs.
How It Connects
The Schedule is tightly connected to other parts of the platform. Appointments created through the Digital Front Door, self-scheduling, or manual booking all flow into this view.
It also ties directly into reporting, since scheduled and attended visits are key drivers of performance metrics.
Practical Notes
Keeping the schedule accurate is critical. Small issues—like incorrect visit types or missed updates—can create confusion for both staff and patients.
Teams that actively manage their schedule throughout the day tend to see better utilization, fewer gaps, and stronger overall performance.
If the Digital Front Door is where demand is captured, the Schedule is where that demand turns into actual visits.