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How to use the Medisprout web calendar

The calendar on the MediSprout web platform allows you to view, navigate, and manage visits across day, week, and month views. This article covers the top toolbar, the Settings panel for saved defaults, the Filters panel for one-off views, and the Highlights option for surfacing visits that need follow-up.

Opening the calendar

From the left navigation menu, select Calendar. The calendar opens with your default view (Month, Week, or Day — see Settings below).

Top toolbar

  • Today button — highlights the current day in yellow on the calendar.
  • Left/right arrows — depending on your Default View in Settings, arrows toggle forward or back on the calendar by month, week, or day.
  • Month/Week/Day — Optional one-click calendar views by month, week, or day. Selected (active) view is highlighted in blue. 
  • Last updated [time] with a refresh icon — shows when the calendar last pulled data. Click the refresh icon to reload immediately.

Visit display refinements 

Daily appointment blocks on the calendar now display the visit's start time and the owner's or provider's name so you can identify a visit without opening it. Select the appointment block to see a popup display of the visit with more details. Colors in the visit popup have also been refreshed for clearer, more consistent status recognition across the calendar.

Settings panel — saved to your profile

Open the Settings (gear icon) menu to set defaults that persist between sessions. As of Release #40, calendar defaults are saved per profile so they follow you when you sign in on a different device.

Two defaults are available:

  • Default View — Month, Week, or Day.
  • Personnel — Assigned to me, or All providers.

If you make changes in Settings, select Save as default at the bottom of the menu.

Filters panel — for the current session only

Open the Filters (funnel icon) menu to narrow or customize what appears on the calendar without changing your saved defaults. Filters applied here are not stored and do not affect your saved settings.

Filter sections 

  • Personnel — search providers by name, pick Assigned to me or All providers. As of Release #40, this filter is shown only to users with a provider role; non-provider users (for example, front-desk staff or billers) will not see this option.
  • Patient — search a patient by name, or leave All patients selected.
  • Event Type — options are All types, In Person, or Video.
  • Status — options are All statuses, Scheduled, Completed, No show, or Canceled.

Filters combine. Selecting a Personnel filter together with a Status filter will show only that person's visits in that status.

Highlights — surfacing visits that need follow-up

The Highlights menu in the Filters menu marks visits that need follow-up without filtering anything out. You can enable any combination of the three options:

  • None — no highlighting applied.
  • Pending Notes — visits where the provider's clinical note has not yet been completed are visually highlighted on the calendar.
  • Pending Invoices — visits where an invoice has not yet been generated.
  • Pending Super Bills — visits where a super bill is still outstanding.

Highlighted visits are color-coded consistently across the web calendar and the mobile app (iOS and Android). You can enable more than one highlight at a time to see all pending items at once.

Where to go for related tasks

The calendar is the day-to-day resource for viewing visits. For tasks such as scheduling new visits, creating superbills, or running workflows, use the far-left navigation menu. There you will see options for Visits, Patients, and Patient billing and other functions.

Want more information? Contact MediSprout support using the chat function in the same window you are using, or call +1 866-896-1431.