Client Appointment Progress

The Client Appointment Progress screen is available in the Medspa version of Envision Cloud. You can upgrade your account on the Account Subscription page.

 

The Client Appointment Progress Screen is an easy way to enter and track the progress or flow of appointments. To open the appointment progress screen, hover over Schedule on the Tool Bar of Envision Cloud, hover over the Schedule Options, and select Client Appointment Progress from the drop down menu.

ClientAppointmentProgressScreen.png

Time

The time the appointment was entered will show here.

Check In

The time that the client was checked in for their appointment will display in this column.

Client

The client selected for the appointment will show here.

Employee

The provider selected will display. If no employee is chosen, the Inhouse employee will show.

Service

The appointment service will show in this column.

Notify

Notifications about the client will show here. Please refer to the calendar icon list for more information about each symbol.

Resource

If a resource has been selected or assigned for this appointment, it will display in this column.

Status

The appointment status last selected for the appointment will show. Appointment statuses must be created in the Appointment Status List.

Options

The options available for each appointment in the list include changing the appointment status, editing the treatment record, and marking the service as completed.

  • Change Status

clientapptprogress_changestatus.png

Selecting the Change Status option will open the Patient Status box, allowing you to change the room or resource and update the patient status.

  • Edit Treatment Details

clientapptprogress_edittreatment.png

Choosing to Edit Treatment Details will open the treatment screen for the appointment.

  • Mark Completed

clientapptprogress_markcompleted.png

Clicking to mark the appointment as complete will request confirmation, then remove the appointment from this list.

 

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