How to use the web calendar

Opening the calendar

Sign in and click Calendar in the left navigation. Your calendar opens to whichever view you've set as default — Month, Week, or Day. Today is always highlighted so it's easy to find.

Switch between Month, Week, and Day using the toggle at the top right. Use the navigation arrows to move backward and forward in time, and click Today to jump back to the current day.

Refresh: the refresh button at the top of the calendar pulls the latest data — useful right after you've saved a visit in another tab. The Last updated stamp next to it tells you how fresh the view is.

Set your default view

Open the Settings panel from the calendar header to customize how the calendar opens for you.

• Default view — choose Month, Week, or Day. The next time you open the calendar, it opens to your chosen view.
• Personnel — choose whether to see only the visits assigned to you, or all providers' visits, by default.

Click Save as default to lock in your choice.

Reading the colors

Color helps you spot what matters at a glance.

• Your visits are shown in your provider color.
• Other providers' visits appear in a distinct color per provider, consistent across the calendar — so you always know who owns what without opening anything.
• Visit status is reflected in color inside the visit popover, so a scheduled visit and a canceled visit are easy to tell apart.
• No notes yet? A visit missing its note shows a red signal so you can catch it before it falls off your radar.

Finding what you need with filters

The Filters panel lives next to the calendar. On smaller screens it collapses into a button you can tap to expand. Filters combine freely — you can stack as many as you need.

• Personnel — narrow the calendar to one or more providers.
• Patient — pull up everything scheduled for a specific patient.
• Event type — In Person, Video, or all event types.
• Status — Scheduled, Completed, No show, or Canceled.

When any filter is active, a small blue dot appears on the filters control so you know the view is filtered. Use Clear filters to reset everything in one click.

Spotting outstanding work with Highlights

The Highlights filter calls out visits that need your attention. Today, Highlights surfaces visits with Pending notes — so you can scan a week and see exactly which visits still need to be documented.

Working with a visit

Click any visit on the calendar to open its details popover. From the popover you can:

• See the visit's status, scheduled time, patient, and provider — with status shown in color.
• Open the patient's note — the link takes you to the notes section of the chart.
• Use the 3-dot menu for additional visit actions.

On smaller screens

The web calendar is responsive. On a smaller window or a tablet, the Settings and Filters panels collapse into a button — tap it to expand the controls. Everything is still one click away, and the color and filter language stay the same as on desktop.

On the go — My Practice Assistant (coming soon)

A dedicated calendar is coming to the My Practice Assistant iOS app. It mirrors the web: the same provider colors, the same red signal for visits missing a note, the same filters. Pull-to-refresh and swipe gestures make it feel native on your phone. Watch this article for the release date.

Tips

• Open Day view at the start of your morning to scan everything in front of you, then switch to Week view for planning.
• Turn on the Pending notes highlight at the end of the day to clear documentation in one pass.
• If you only ever look at your own visits, set your default Personnel display to Assigned to me — fewer distractions on every load.
• Working with another provider on a shared patient? Their visits appear in their color, so you always know who owns what without opening anything.