![\"\"](\"https:\/\/help2.ismartoffice.ai\/wp-content\/uploads\/2024\/05\/image-198-1024x549.png\")
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<\/figure>\n\n\n\nManage Appointment<\/h2>\n\n\n\nUnderstanding Appointment Status<\/h2>\n\n\n\n
iSmartOffice\u2122\u00a0Clinic Web divides patient appointment in to 5 status : Requested, Accepted, Confirmed, Completed appointment and Rejected appointment. And its represented on the Dashboard page. Rejected\/Canceled appointment won’t be shown on the calendar.<\/p>\n\n\n\n 1. Requested appointment is an appointment that has been requested by patient using iSmartOffice\u2122\u00a0Patient Web & Mobile apps 1. Accepted appointment is an appointment request that has been accepted by clinic. It will be listed under Existing Schedule calendar on the right side of the page 1. Completed appointment is an confirmed appointment that has been completed by clinic. The appointment has been completed 1. There are several possibilities appointment is Rejected\/Canceled 1. Once clinic receive an appointment request email, go to Dashboard page and check Upcoming Appointment Request list on the left side of the page. All appointment with Requested status will listed on that list 1. After receiving appointment acceptation, patient will come to the clinic at the appointment time. Clinic need to confirm the arrival of the patient 5. Click Close button to close the Appointment Detail window to close the window and back to previous page 1. Clinic need to change appointment status from Confirmed to Completed after the patient has finished their appointment As Manager you can easily view and respond upcoming appointment request and existing schedule on this page. 1. All upcoming appointment requested will be listed under Upcoming Appointment Request on the left side of the page2. All existing schedule will be reflected on Existing Schedule calendar on the right side of the page3. There is Patient Schedule, Doctor Schedule and Assistant Schedule on the Existing Schedule calendar4. The calendar view can be changed as a day, week or month view. Click on “month | week | day” tab on the calendar to change view Below is default dashboard page of General Manager role on iSmartOffice\u2122\u00a0Clinic Web. Manage Appointment Understanding Appointment Status iSmartOffice\u2122\u00a0Clinic Web divides patient appointment in to 5 status : Requested, Accepted, Confirmed, Completed appointment and Rejected appointment. And its represented on the Dashboard page. Rejected\/Canceled appointment won’t be shown on the calendar. Requested Appointment 1. Requested appointment is an appointment that has been requested by patient using iSmartOffice\u2122\u00a0Patient Web & Mobile apps2. It will be listed under Upcoming Appointment Request list on the left side of the page3. Clinic will receive an appointment request email every time patient request an appointment4. Clinic need to accept or reject the appointment on this page Accepted Appointment 1. Accepted appointment is an appointment request that has been accepted by clinic. It will be listed under Existing Schedule calendar on the right side of the page3. Accepted appointment represented as Green color block on the calendar4. The calendar view can be changed as a day, week or month view. Click on “month | week | day” tab on the calendar to change view5. Clinic need to confirm the arrival of the patient later Confirmed Appointment 1. Confirmed appointment is an accepted appointment that has been confirmed by clinic. The patient arrives at the appointment time2. It will be listed under Existing Schedule calendar on the right side of the page3. Confirmed appointment represented as Light Blue color block on the calendar4. The calendar view can be changed as a day, week or month view. Click on “month | week | day” tab on the calendar to change view5. Clinic need to make complete the appointment status later Completed Appointment 1. Completed appointment is an confirmed appointment that has been completed by clinic. The appointment has been completed2. It will be listed under Existing Schedule calendar on the right side of the page3. Completed appointment represented as Purple color block on the calendar4. The calendar view can be changed as a day, week or month view. Click on “month | week | day” tab on the calendar to change view5. Clinic is waiting for patients to review their appointment experience that has been completed. Clinic will receive email notification about patient review. And need to review back the patient \ud83d\ude42 Rejected\/Canceled Appointment 1. There are several possibilities appointment is Rejected\/Canceled2. Clinic can manually rejected the Requested appointment. iSmartOffice\u2122\u00a0Clinic Web will send notification email to patient and clinic3. Patient can cancel Requested & Accepted appointment using their iSmartOffice\u2122\u00a0Clinic Web & Mobile apps. iSmartOffice\u2122\u00a0Clinic will send notification email to clinic and patient4. Rejected\/Canceled appointment will not be listed on this page. iSmartOffice\u2122\u00a0Clinic Web will record this as patient appointment history. The record will be summarized on their next appointment (For now the record available only on iSmartOffice\u2122\u00a0Clinic Mobile) Accept\/Reject Requested Appointment 1. Once clinic receive an appointment request email, go to Dashboard page and check Upcoming Appointment Request list on the left side of the page. All appointment with Requested status will listed on that list2. Make sure you have chosen the right active clinic3. Click Reject button on selected appointment request to reject. It will send email notification to patient and clinic4. Click Accept button on selected appointment request to accept. It will send email notification to patient and clinic and change appointment status to Accepted appointment Confirmation of Patient Arrival 1. After receiving appointment acceptation, patient will come to the clinic at the appointment time. Clinic need to confirm the arrival of the patient2. Go to Dashboard page and check for the Accepted appointment under Existing Schedule calendar on the right side of the page3. Make sure you have chosen the right active clinic4. Look for the Accepted appointment and click on it to open Appointment Detail window 5. Click Close button to close the Appointment Detail window to close the window and back to previous page6. Click Cancel Appointment button to cancel the appointment. It will send a cancellation email to patient and clinic7. Click Complete Appointment button to complete the appointment and change the appointment status to Completed. It will send a notification email to patient and clinic8. Click Confirm Appointment button to confirm the arrival of the patient and change appointment status to Confirmed Completing the Appointment 1. Clinic need to change appointment status from Confirmed to Completed after the patient has finished their appointment2. Go to Dashboard page and check for the Confirmed appointment under Existing Schedule calendar on the right side of the page3. Make sure you have chosen the right active clinic4. Look for the Confirmed appointment and click on it to open Appointment Detail window5. Click Close button to close the Appointment Detail window to close the window and back to previous page6. Click Cancel Appointment button to cancel the appointment. It will send a cancellation email to patient and clinic7. Click Complete Appointment button to complete the appointment and change the appointment status to Completed. It will send a notification email to patient and clinic<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"footnotes":""},"doc_category":[19],"doc_tag":[],"class_list":["post-194","docs","type-docs","status-publish","hentry","doc_category-manager-role","entry"],"year_month":"2026-05","word_count":912,"total_views":0,"reactions":{"happy":0,"normal":0,"sad":0},"author_info":{"name":"administrator","author_nicename":"administrator","author_url":"https:\/\/help.ismartoffice.ai\/?author=1"},"doc_category_info":[{"term_name":"Manager Role","term_url":"https:\/\/help.ismartoffice.ai\/?doc_category=manager-role"}],"doc_tag_info":[],"_links":{"self":[{"href":"https:\/\/help.ismartoffice.ai\/index.php?rest_route=\/wp\/v2\/docs\/194","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.ismartoffice.ai\/index.php?rest_route=\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/help.ismartoffice.ai\/index.php?rest_route=\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/help.ismartoffice.ai\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/help.ismartoffice.ai\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=194"}],"version-history":[{"count":3,"href":"https:\/\/help.ismartoffice.ai\/index.php?rest_route=\/wp\/v2\/docs\/194\/revisions"}],"predecessor-version":[{"id":983,"href":"https:\/\/help.ismartoffice.ai\/index.php?rest_route=\/wp\/v2\/docs\/194\/revisions\/983"}],"wp:attachment":[{"href":"https:\/\/help.ismartoffice.ai\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=194"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/help.ismartoffice.ai\/index.php?rest_route=%2Fwp%2Fv2%2Fdoc_category&post=194"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/help.ismartoffice.ai\/index.php?rest_route=%2Fwp%2Fv2%2Fdoc_tag&post=194"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}![\"\"](\"https:\/\/help2.ismartoffice.ai\/wp-content\/uploads\/2024\/05\/image-783-1-1024x549.png\")
<\/figure>\n\n\n\nRequested Appointment<\/h3>\n\n\n\n
![\"\"](\"https:\/\/help2.ismartoffice.ai\/wp-content\/uploads\/2024\/05\/image-836.png\")
<\/figure>\n\n\n\n
2. It will be listed under Upcoming Appointment Request list on the left side of the page
3. Clinic will receive an appointment request email every time patient request an appointment
4. Clinic need to accept or reject the appointment on this page<\/p>\n\n\n\nAccepted Appointment<\/h3>\n\n\n\n
![\"\"](\"https:\/\/help2.ismartoffice.ai\/wp-content\/uploads\/2024\/05\/image-571-5.png\")
<\/figure>\n\n\n\n
3. Accepted appointment represented as Green color block on the calendar
4. The calendar view can be changed as a day, week or month view. Click on “month | week | day” tab on the calendar to change view
5. Clinic need to confirm the arrival of the patient later<\/p>\n\n\n\nConfirmed Appointment<\/h3>\n\n\n\n
![\"\"](\"https:\/\/help2.ismartoffice.ai\/wp-content\/uploads\/2024\/05\/image-571-6.png\")
<\/figure>\n\n\n\n
1. Confirmed appointment is an accepted appointment that has been confirmed by clinic. The patient arrives at the appointment time
2. It will be listed under Existing Schedule calendar on the right side of the page
3. Confirmed appointment represented as Light Blue color block on the calendar
4. The calendar view can be changed as a day, week or month view. Click on “month | week | day” tab on the calendar to change view
5. Clinic need to make complete the appointment status later<\/p>\n\n\n\nCompleted Appointment<\/h3>\n\n\n\n
![\"\"](\"https:\/\/help2.ismartoffice.ai\/wp-content\/uploads\/2024\/05\/image-571-7.png\")
<\/figure>\n\n\n\n
2. It will be listed under Existing Schedule calendar on the right side of the page
3. Completed appointment represented as Purple color block on the calendar
4. The calendar view can be changed as a day, week or month view. Click on “month | week | day” tab on the calendar to change view
5. Clinic is waiting for patients to review their appointment experience that has been completed. Clinic will receive email notification about patient review. And need to review back the patient \ud83d\ude42<\/p>\n\n\n\nRejected\/Canceled Appointment<\/h3>\n\n\n\n
2. Clinic can manually rejected the Requested appointment. iSmartOffice\u2122\u00a0Clinic Web will send notification email to patient and clinic
3. Patient can cancel Requested & Accepted appointment using their iSmartOffice\u2122\u00a0Clinic Web & Mobile apps. iSmartOffice\u2122\u00a0Clinic will send notification email to clinic and patient
4. Rejected\/Canceled appointment will not be listed on this page. iSmartOffice\u2122\u00a0Clinic Web will record this as patient appointment history. The record will be summarized on their next appointment (For now the record available only on iSmartOffice\u2122\u00a0Clinic Mobile)<\/p>\n\n\n\nAccept\/Reject Requested Appointment<\/h2>\n\n\n\n
![\"\"](\"https:\/\/help2.ismartoffice.ai\/wp-content\/uploads\/2024\/05\/image-836-1.png\")
<\/figure>\n\n\n\n
2. Make sure you have chosen the right active clinic
3. Click Reject button on selected appointment request to reject. It will send email notification to patient and clinic
4. Click Accept button on selected appointment request to accept. It will send email notification to patient and clinic and change appointment status to Accepted appointment<\/p>\n\n\n\nConfirmation of Patient Arrival<\/h2>\n\n\n\n
![\"\"](\"https:\/\/help2.ismartoffice.ai\/wp-content\/uploads\/2024\/05\/image-571-8.png\")
<\/figure>\n\n\n\n
2. Go to Dashboard page and check for the Accepted appointment under Existing Schedule calendar on the right side of the page
3. Make sure you have chosen the right active clinic
4. Look for the Accepted appointment and click on it to open Appointment Detail window<\/p>\n\n\n\n
6. Click Cancel Appointment button to cancel the appointment. It will send a cancellation email to patient and clinic
7. Click Complete Appointment button to complete the appointment and change the appointment status to Completed. It will send a notification email to patient and clinic
8. Click Confirm Appointment button to confirm the arrival of the patient and change appointment status to Confirmed<\/p>\n\n\n\n![\"\"](\"https:\/\/help2.ismartoffice.ai\/wp-content\/uploads\/2024\/05\/image-345-1024x549.png\")
<\/figure>\n\n\n\nCompleting the Appointment<\/h2>\n\n\n\n
![\"\"](\"https:\/\/help2.ismartoffice.ai\/wp-content\/uploads\/2024\/05\/image-571-9.png\")
<\/figure>\n\n\n\n
2. Go to Dashboard page and check for the Confirmed appointment under Existing Schedule calendar on the right side of the page
3. Make sure you have chosen the right active clinic
4. Look for the Confirmed appointment and click on it to open Appointment Detail window
5. Click Close button to close the Appointment Detail window to close the window and back to previous page
6. Click Cancel Appointment button to cancel the appointment. It will send a cancellation email to patient and clinic
7. Click Complete Appointment button to complete the appointment and change the appointment status to Completed. It will send a notification email to patient and clinic<\/p>\n\n\n\n![\"\"](\"https:\/\/help2.ismartoffice.ai\/wp-content\/uploads\/2024\/05\/image-381-1024x549.png\")
<\/figure>\n","protected":false},"excerpt":{"rendered":"