Calendar View 

Calendar view is essential for your everyday workflow. Manage your daily schedule of patients follow-ups. 

All events that have a follow-up date with appear on the Calendar view, choose whether you would like to view the calendar by month, week, or day
 

LEGEND 

  • Open: Event has been saved in an open status. 

  • Closed: Event has been saved in a closed status.

  • Overdue: Will display all events previous to the current date, if the event is highlighted orange this will indicate that the event is still in an open status. 

  • Patient-Generated: These events are created once a patient has completed a "Your Health" template in the Get Your Health Record App. 

  • Chat: No event is created, however the patient has a chat history on this date while they were logged into Get Your Health Record App.
     

+ NEW EVENT
Click this button to search for a patient. Once your patient name is displayed in the search you may select their name to be taken to the create an event page. 
 

- HIDE FILTERS
 Click this button to hide the calendar view filters and get a larger view of the calendar. Click again to show filters. 
 

CARE MANAGER NAME 
Search the calendar by specific care managers. 

 

REFERRAL PARTNER 
Search the calendar by specific referral partners.

 

DUE DATE 

  • Due Today: Click check box to focus on events are due on the current date. 

  • Overdue: Click check box to see events that have follow-up dates prior to the current date. 
     

STATUS 

  • Open: View events that have been saved in an open status.

  • Closed: View events that have been saved in a closed status. 
     

MONTHLY TIME

  • < 20 minutes: View events with less than 20 minutes of accumulated time for the current month.

  • >= 20 minutes: View events with 20 minutes or greater of accumulated time for the month.

  • >= 60 minute: View events with 60 minutes or greater of accumulated time for the month. 
     

OTHER 

  • Patient-Generated Event: These events are created once a patient has completed a "Your Health" template in the Get Your Health Record App. 

  • Chat Dates: No event is created, however the patient has a chat history on this date while they were logged into Get Your Health Record App

© 2020 Health Endeavors 

8955 E. Pinnacle Peak Rd, Suite 103. Scottsdale, AZ  85255              1.888.862.0366

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