You can manually reset or change a patient's appointment status to a variety of options. This will also apply to a patient who is currently in the workflow.

• Booked (not yet in the workflow)
• Arrived (has been processed through reception and is now awaiting clinical treatment)
• In the Chair (being treated in the Clinic - only the assigned Provider can change the patient to this status)
• Complete (has been treated and is now in reception being processed through departure)

	Empty square, booked appointment with no status
	Stick figure, the patient has arrived in the practice
	Target with an arrow, forms to complete on Patient Portal or Clinipad
	Chair, the patient is in surgery
	Hand, treatment is complete and patient is returning to reception
	Tick, appointment is complete
	Phone, appointment confirmed
	Red Splat, first visit
	Red Cross, failed to attend appointment
	Blue Cross, patient was not brought to the appointment (UK only)
	Coloured WiFi style icon, these indicate various online booking statuses, red indicating a new patient booking, green is planned treatment, blue is existing patient and purple a recall booking. You can find out more about this in the Online Appointments tab article.

*In-depth explanations into the appointment status meanings are listed below.

Resetting the patient appointment status

Right-click the appointment and select the reset status from the context menu.

(the options may vary depending on stages in the workflow and permissions)

Select Reset Appointment Status to set the appointment status to Booked.

Booked appointment

An empty square indicates a booked appointment with no additional status information, for example, the patient has not yet arrived in the practice.

Select Mark as Booked to set the patient to Booked.

Arrived in practice

Select Mark as Arrived to set the patient to awaiting treatment in the clinic/surgery.

The status icon will appear as a stickman to indicate the patient is in the practice and waiting to be seen.

EXACT expects that this patient has been through the Arrivals process and is queued, awaiting treatment by the Provider. The Provider sees this patient as a queued icon, waiting for treatment.

Forms to complete

The circle/target with an arrow status indicates the patient has outstanding forms to be completed on either Clinipad or Patient Portal.

Patient in the chair

Select Move Patient to Chair to accept the patient into the clinic.

You'll see the status icon in the appointment change to , EXACT expects that this patient is in the chair being treated by the Provider.

Treatment complete

A hand status , indicates the treatment is complete and the patient is returning to reception for the next step in their journey through the practice. 

Select Mark as Complete to mark the clinical treatment phase as complete for this patient.
Enabling Appointment Workflow means the providers can mark the appointment as complete and the depart bar on the appointment book will populate with any future patient appointments payment information etc.

EXACT expects that this patient has been treated and moved to Reception, and pops up the patients Departure Task List, where applicable.

Appointment complete

The tick status , indicates the entire patient journey is complete with this being added to the appointment by the reception team.

EXACT expects that this patient has been processed through to their departure and left the practice.

Use ​Appointment Workflow Compliance Report to check the user’s success in following the workflow processes and collecting patient information.

Appointment confirmed

This is an optional setting, allowing for a status to be added to an appointment, indicating the patient has either contacted the practice or vice versa, confirming they are aware of their appointment. To enable this setting,

1. Navigate to Configuration - Appointment Book.
2. Tick the box for Use Phone Status.
3. Select Close.

To use this feature, click the appointment booked status on an appointment to change to a confirmed status .

First visit

To identify patients who are attending the practice for their first visit, a red splat icon is placed next to their appointment.