|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, select Client Appointment Progress.
The time the appointment was entered will show here.
The time that the client was checked in for their appointment will display in this column.
The client selected for the appointment will show here.
The provider selected will display. If no employee is chosen, the Inhouse employee will show.
The appointment service will show in this column.
If a resource has been selected or assigned for this appointment, it will display in this column.
The appointment status last selected for the appointment will show. Appointment statuses must be created in the Appointment Status List.
The last time the appointment progress was updated will appear here.
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
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
Choosing to Edit Treatment Details will open the treatment screen for the appointment.
- Mark Completed
Clicking to mark the appointment as complete will request confirmation, then remove the appointment from this list.