Learn how to clear the Incomplete Appointments section by marking appointments as Completed. You can update an appointment's status directly from the Incomplete Appointments list or from the Schedule, helping you keep your workflow organized and ensure completed visits are no longer flagged as incomplete.
You can complete appointments in one of two ways:
From the Incomplete Appointments section.
Directly from the Schedule by clicking on the appointment and selecting Complete.
From the Incomplete Appointments section:
Step 1: From the the Incomplete Appointments section, click the appointment to complete.
Step 2: Inside the appointment, click the Status Tag to bring up the status options and choose Completed.
Step 3: You’ll see a Confirmation that the appointment was updated successfully. The appointment will now be removed from your Incomplete Appointments list.
Directly from the Schedule:
Step 1: Go to Schedule.
Step 2: Click the appointment you want to mark as Completed. Then, click the Status tag and select Completed from the list of options. A confirmation message will appear indicating the appointment status was updated, and the appointment will be removed from your Incomplete Appointments list.
