The new design makes all of this more intuitive, giving you the right information exactly where you expect it, whether it’s to check details, collect a copay, or confirm the patient’s arrival.

Let’s explore what’s new.

Don't have an appointment yet? Check how to Creating a New Appointment guide first.

Each piece of information is now displayed one below the other, making it easy to scan.

You can quickly confirm:

No more clutter or hunting for details, everything is visible at a glance.

In the top-right corner, you’ll now find a three-dot menu (⋯).
This is where you’ll manage your appointment actions, like:

This keeps your view clean while still giving you all the control you need.

Right below the appointment details, you’ll see the payment type and amount due:

If it’s insurance-related, you’ll see the patient’s copay (for example, “$25 copay required”).
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If it’s a self-pay appointment, you’ll see the full amount owned by the patient.

This helps the front desk prepare for payment collection before the session begins.

Next, you’ll find the main action button: Collect copay or Collect payment.
Click it to process payments directly from the appointment view.

Below that, you can:

These buttons make it easy to update visit status in real time.

The Items to Review section is now smarter, it only shows what truly requires action.
You might see things like:

Clicking on any item will guide you to the right place to resolve it, whether that’s collecting payment, verifying insurance, or updating paperwork.

At the end of the sidebar, you’ll find the Quick Overview panel.
This gives you an instant summary of:

It’s the perfect spot to double-check that everything’s ready for the patient’s next visit.

The new appointment view is all about clarity and efficiency.
From understanding billing risks to collecting payments faster and checking in patients in one click, this redesign helps your clinic stay organized and proactive.