ADMIN - Configure Apppointment Statuses

1. Access Appointment Status Settings

• Navigate to the Admin Console.
• Go to Application > Calendar (or search “Calendar” in the search bar).
• Select the Appointment Status section from the configuration menu.

2. Create or Edit an Appointment Status

For each appointment status, configure the following fields:

• Add a Name: Enter the appointment status (e.g., “Checked-in”). Required field.
• Assign a Color: Use the Color picker to choose how this appointment appears on the calendar view.
• Enable the Status: Ensure the Enabled box is checked so the visit type is active and available for scheduling.
• Add a description: Enter additional information about the appointment status
• Define a transition type: Set the transition type, e.g. Checked in, Check out, or None.
• Map to FHIR status: Map the appointment status to the standard set of FHIR categories.
• Auto-create encounter: An encounter will be created when an appointment is transitioned to this appointment status.

3. Appointment Status Display

• The appointment status order in Admin Console sets the schedule display when scheduling and appointment.
• In the Visit Types table, use the Order column to manually adjust the sort order.