Use the requests overview
See the forms, invoices and confirmations for one appointment from a single screen.
Table of Contents
Click an appointment and open Requests on the right of its panel. It shows:
Forms sent to the patient and whether they were completed.
Any invoices and their payment status.
The confirmation state of the appointment.
From there you can send a reminder for an outstanding form, or view the invoice.
Up next
Next, read Create a letter from an appointment.