Daily and Weekly Schedule Views

DPC Pro provides daily and weekly views of your schedule so your team can see who is coming in, when, and with which provider.

The schedule view is one of the most-used screens in DPC Pro alongside the practice dashboard. It shows upcoming visits organized by time and provider, with color-coded status indicators and patient details. Staff use it to manage the front-desk workflow. Clinicians use it to prepare for their day.

This page covers how to navigate between daily and weekly views, filter by provider or location, and use the schedule to access patient records and visit details. You will also learn about the information displayed on each visit card and the quick actions available from the schedule.

A clear schedule view helps your team stay organized and reduces the chance of missed or overlapping appointments.

Schedule List View

The default schedule view displays visits in a scrolling day-by-day list. This view shows yesterday through the next seven days, with the ability to scroll forward to load more.

Layout

• Visits are grouped by date, with each day showing a date header.
• Today’s date is highlighted for quick reference.
• Within each day, visits are sorted by start time.
• Each visit is displayed as a card showing key details (see Visit Card Details below).

Navigating Dates

• The schedule loads the current week by default (yesterday plus seven days ahead).
• Scroll down to load additional future dates automatically (infinite scroll).
• Use the date picker or URL parameters to jump to a specific date range.

Searching Visits

To find a specific visit:

1. Enter a search term in the Search field at the top of the schedule.
2. The search matches against:
   • Patient first and last name
   • Provider first and last name
   • Visit type
   • Visit status
   • Reason for visit
   • Chief complaint
3. Results appear from the past 90 days through the next 90 days, up to 200 results.

Quick Search

Search is the fastest way to find a specific patient’s upcoming visit. Type the patient’s last name and the result list narrows immediately.

Calendar View

The calendar view displays visits on a visual calendar grid, using the FullCalendar interface. This view is helpful for seeing the overall density of your schedule and spotting open time.

Switching to Calendar View

1. Navigate to Schedule.
2. Select Calendar from the schedule navigation.

The calendar displays visits as colored blocks on a time grid. Your organization’s timezone is used for all display times.

Interacting with the Calendar

• Click a visit to open its detail page.
• Click an empty time slot to start creating a new visit, pre-filled with the selected start and end time.
• Navigate between days, weeks, and months using the calendar controls.

Filter by Provider or Location

Both the list view and calendar view support filtering by provider, practice, and visit status.

Provider Filter

1. Open the Provider dropdown at the top of the schedule.
2. Select a provider to show only their visits.
3. Select All to show visits for every provider.

The provider list includes all clinicians (physicians, nurse practitioners, and physician assistants) assigned to your current practice. If you have organization-wide access, providers from all practices appear.

Practice Filter

If your organization has multiple practices:

1. Open the Practice dropdown.
2. Select a specific practice to filter visits to that location.
3. Select All to see visits across all practices.

If you are scoped to a single practice (based on your role), the practice filter is pre-set and not shown.

Status Filter

1. Open the Status dropdown.
2. Select a specific status to see only visits in that state (for example, Scheduled, Confirmed, or Checked In).
3. By default, cancelled, no-show, and rescheduled visits are hidden. Select these statuses explicitly to include them.

Combined Filters

You can apply multiple filters at once. For example, filter by a specific provider and the Confirmed status to see only that provider’s confirmed visits for the day.

Visit Card Details

Each visit on the schedule displays a card with the following information:

Patient Information

• Patient name: the full name of the patient
• Visit type: displayed as a label (for example, Follow Up, Sick Visit, Annual Physical)

Time and Provider

• Start time: when the visit is scheduled to begin
• Duration: how long the visit is scheduled for
• Provider name: the assigned provider
• Location: the practice location or room name (if set)

Status Indicator

Visits are color-coded by status:

Status	Color	Description
Scheduled	Blue	Visit is booked and upcoming
Confirmed	Green	Patient or staff has confirmed
Checked In	Yellow	Patient has arrived
In Room	Orange	Patient is in the exam room
In Progress	Red	Provider is with the patient
Completed	Gray	Visit is finished
No Show	Dark gray	Patient did not attend

Document Alert

If a patient has pending document requirements (such as intake forms), a document alert indicator appears on the visit card. This helps front-desk staff identify patients who need document follow-up before or during check-in.

Quick Actions from the Schedule

The schedule view provides fast access to common actions without leaving the page.

Book a New Visit

• From the list view: Select the Create button at the top of the schedule.
• From the calendar view: Click on an empty time slot. The visit creation form opens with the date and time pre-filled.

Open Visit Details

Click any visit card to open the visit detail page. From there you can:

• View the full visit record
• Update the visit status (confirm, check in, start, complete)
• Edit visit details (change time, provider, or notes)
• Reschedule or cancel the visit
• View the patient’s record

Update Visit Status

From the visit detail page, use the status actions to move the visit through its lifecycle:

1. Confirm: mark a scheduled visit as confirmed
2. Check In: record that the patient has arrived
3. In Room: indicate the patient has been brought to the exam room
4. Start Visit: mark that the provider is with the patient
5. Complete: finish the visit and proceed to write visit notes
6. Cancel: cancel the visit (requires a reason)
7. No Show: mark the patient as a no-show

Each status change is logged with the staff member who made the change and a timestamp.

Block Time

To block time directly from the schedule:

1. Navigate to Schedule → Block Time.
2. Select the provider, practice, date, start time, and end time.
3. Optionally add a reason (for example, Lunch, Meeting).
4. Select Save.

The blocked time appears on the schedule and prevents visits from being booked in that window.

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Related Pages

• How Scheduling Works
• Set Up Provider Calendars
• Visit Types and Duration
• Schedule a Visit
• Patient Self-Scheduling
• Calendar Sync
• Reschedule or Cancel Visits

Need Help?

If you run into issues with the schedule view, reach out to the DPC Pro support team at [email protected] or visit the scheduling troubleshooting guide.