How to use the web calendar

Opening the calendar

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

Top toolbar

• Today — jumps the calendar to the current date. Today's cell is highlighted in yellow on the grid.
• Left / right arrows — navigate one month, week, or day at a time (depending on the active view).
• Month / Week / Day — view toggle in the top right. The active view is shown as a blue pill.
• Last updated [time] with a refresh icon — shows when the calendar last pulled data. Click the refresh icon to reload immediately.

Settings panel — saved on this device

Open the Settings panel (gear icon) to set defaults that persist between sessions. The panel shows the note: "Settings applied here are stored on this device and do not sync with others."

Two defaults are available:

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

After making changes, select Save as default at the bottom of the panel.

Filters panel — for the current session only

Open the Filters panel (funnel icon) to narrow what appears on the calendar without changing your saved defaults. The panel shows: "Filters applied here do not get stored and do not affect the settings you have configured."

Four filter sections are available:

• Personnel — search providers by name, or pick Assigned to me or All providers.
• Patient — search a patient by name, or leave All patients selected.
• Event Type — All types, In Person, or Video.
• Status — All statuses, Scheduled, Completed, No show, or Canceled.

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

Highlights — surfacing visits that need follow-up

Extended in Release #38: Pending Invoices and Pending Super Bills added

The Highlights section in the Filters panel 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 clinical note has not yet been completed are visually highlighted on the calendar grid.
• 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.

Extended calendar settings

The settings panel has been extended with additional filter and display options. Use it to customize which visit statuses and pending items are surfaced in your default schedule view. Changes apply to your device only.

Where to go for related tasks

The calendar is the day-to-day surface for viewing visits. For tasks like creating new visits, working with superbills, or running workflows, use the corresponding articles for those features. The left navigation includes separate sections for Visits, Patients, and Patient billing where those workflows live.