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Search

Search for appointments.




The search area has two primary methods for finding information quickly.

Search by Appointment ID

This is for quickly referencing an appointment when you know the appointment identifier you are looking for. The appointment identifiers are listed at the top of each appointment form after the initial save.

Search by Date Range

Start by entering the date range that contains the appointment you are looking for. Once the appointments are listed below use the table features to further refine your search.

Use the search feature on the top right of the list of appointments to only display rows that contain what you are looking for. Great for finding all jobs for one particular interpreter or searching for a client/patient name.

Click a columns name to organize the listed appointments by that column.

Agency

Appointments

Day Grid

Provides sortable and filterable details for a given day with a small calendar provided to switch between dates.

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Week

Displays appointments in a list format by week. Columns are filterable and sortable.

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Month

Monthly Calendar showing daily volumes, quantities unappointed, and quick links to some appointments.

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Day Visual

Displays appointments in a visual view by interpreter. See time marked off and clickable appointment bubbles.

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Billing Period

Displays appointments in a list format by billing period. Columns are filterable and sortable.

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Search

Search for appointments.

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Appointment Fields

Appointment specific details.

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Unassigned

See a list of future appointments that are not appointed to an interpreter.

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Offer

Easily offer appointments to interpreters by email.

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Future

See a list of all future appointments.

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Timeline

A timeline of appointments ordered vertically by when they occur.

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Distributing Appointments

There are three major ways of distributing appointments to interpreters.

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