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Review a Patient’s Past and Future Bookings
This user guide provides step-by-step instructions for reviewing a patient's past and future bookings in the DigiMEDSPA Portal. In our portal, the term "booking" is used to refer to appointments.
Understanding Terminologies
Past Bookings
Past bookings refer to appointments or reservations that patients have previously scheduled and completed (or missed) including details like date, time, services provided, and the provider. Keeping records for past bookings is important for tracking treatment history, assessing outcomes of prior patient visits, managing follow-ups and serving as a reference for planning future treatments.
Future Bookings
Future bookings are upcoming patient appointments or reservations that have been scheduled but not yet completed, including details like date, time, provider, and services, for ensuring that treatments or consultations are well-organized and confirmed. Keeping records for future bookings is important for managing provider availability, avoiding scheduling conflicts, and sending timely reminders to patients.
Reviewing Past and Future Bookings
- The user can review past and future bookings through the “Bookings” App, accessible via 3 entry points.
- From the EMR Board Tabs, select “Bookings”.
- From the EMR Panel, click on “Bookings” under “EMR Board”.
- From the Left Navigation, click on the “EMR Board” dropdown and select “Bookings”.
- From the EMR Board Tabs, select “Bookings”.
- Once you're in the “Bookings” App, the booking list, including past and future bookings for all patients will open. This list includes key details like Patient Name, Provider Name, Service, Location, Status, Start Time, Duration, and Created At.
- To view bookings based on their specific status, users can click on tabs such as New, Confirmed, Waitlist, No Show, Check-In, In Procedure, Billing, and Checkout. Each tab displays a list of bookings corresponding to that status—for example, the “New” tab shows only new bookings, while the “No Show” tab displays bookings marked as no-shows.
Note: “New” displays appointments that have been recently created but are not yet confirmed. “Confirmed” lists all bookings that have been confirmed by the patient or staff, ready to proceed as scheduled. “Waitlist” shows patients who are on the waitlist, awaiting an available time slot for their desired appointment. “No Show” contains bookings where patients failed to show up for their scheduled appointments without prior cancellation. “Check-In” displays bookings where patients have checked in upon arrival at the Med SPA but have not yet started the procedure. “In Procedure” lists bookings for patients currently undergoing their scheduled treatments or consultations. “Billing” includes bookings that have progressed to the payment stage, where invoices are being processed or payments are being made. “Checkout” displays appointments that have been completed, with patients having settled their bills and finished their visit. - To review past and future bookings for a specific patient, use the filters in the top right corner of the booking list. Click "Filters" and apply options such as patient name, start time, status, or booking creation date to narrow your search.
Review Past and Future Bookings Through EMR Board
- Click on "EMR Board" on the EMR Board Tabs to view a list of all bookings for the current date.
- To review past or future bookings, adjust the date filter to the desired date to view the bookings for that specific date. By default, the EMR Board displays bookings for the current date only.
Note: The status drop down for bookings display 5 options: New, Confirmed, Waitlist, No Show, and Canceled, indicating how the past appointment proceeded. Present and future bookings are automatically set to "New.” 
Review a Patient’s Past and Future Bookings Through Patient Profile
- The user can review past and future bookings through the “Patients” App.
- From the EMR Board Tabs, click on ‘’Patients.’’
- From the patient list, click on three dots under the action column and select "View Patient Profile" for the specific patient.
Note: For detailed navigation of the Patients App, refer to our "Add / Edit Patient" article.
- From the EMR Board Tabs, click on ‘’Patients.’’
- The patient profile view page will open. Click the "Bookings" tab to view a list of all past and future bookings for that specific patient.
Note: Present, future and No-show bookings can be rescheduled or canceled by the user. In the booking list, click the three dots under the Action column for the specific booking and select "Cancel" or "Reschedule." 
