Smart Lists for Appointment List View

Created by PX Marketing, Modified on Tue, 19 Aug at 2:45 PM by PX Marketing

Overview

The Appointment List View in PXME provides a centralized hub for managing and organizing all appointments across your calendars. With Smart Lists, advanced filters, and customizable columns, you can streamline scheduling, track activity, and stay on top of patient or lead appointments with ease.

Key Features and Benefits

Centralized Scheduling – Manage every appointment from a single view.
Smart Lists – Save custom filters and views for quick, repeatable access.
Customizable Views – Add or remove columns, apply filters, and sort appointments.
Quick Navigation – Switch seamlessly between Upcoming, Cancelled, and All Appointments tabs.

1. Default Lists and Columns

PXME provides three default lists:

Upcoming – All future and active appointments.
Cancelled – Appointments marked as cancelled, no-show, or invalid.
All – A full list of every appointment across the account.

Default Columns Include:

Index – Sequential numbering for quick reference.
Title – Appointment name.
Invitee – The booked contact.
Status – Appointment stage (New, Confirmed, Showed, No-show, Cancelled, Invalid).
Appointment Time – Date and time of the appointment.
Calendar – Calendar the appointment belongs to.
Appointment Owner – Assigned user or team member.
Rescheduled Tag – Shows if the appointment has been rescheduled.

You can also add extra fields such as Created By or Date Added for deeper tracking.

2. Using Advanced Filters

Advanced Filters let you refine your appointment view with precision.

You can filter by:

Calendar – View by department, service, or team.
User – Filter by staff member.
Status – New, Confirmed, Cancelled, etc.
Date Added – Filter by booking creation date.
Appointment Time / Start Date – Sort by scheduled date.
Created By – See who booked the appointment.
Rescheduled – Show only rescheduled appointments.

AND/OR Logic gives flexible combinations:

Example: Calendar = “Wellness” AND Date Added = “last 7 days”
Example: User = “Dr. Smith” OR User = “Dr. Johnson”

3. Creating and Managing Smart Lists

Smart Lists allow you to save filters, columns, and sorting preferences as reusable custom tabs.

Create a Smart List

Go to Calendars > Appointments.
Click + Smart List.
Name your Smart List (e.g., “New Patients This Week”).
Add Filters (calendar, user, date, etc.).
Manage Columns (select which fields to display).
Apply Sorting (by date, status, owner, etc.).
Save your Smart List.

Your Smart List will now appear as a new tab alongside the default ones.

Edit a Smart List

Select the Smart List tab.
Click Customize List.
Adjust filters, columns, or sorting.
Save to update.

Delete a Smart List

Select the Smart List tab.
Go to Customize List > Delete List.
Confirm deletion.

FAQ

Q1: What are the default views in Appointment List View?
Upcoming, Cancelled, and All appointments.

Q2: Can I filter by calendar or user?
Yes. Use Advanced Filters to filter by calendar, user, and more.

Q3: How do I customize columns?
Go to Manage Columns in Appointment List View to add, remove, or rearrange fields.

Q4: What does the Rescheduled Tag mean?
It indicates the appointment was rescheduled, so you can track changes at a glance.

Q5: How do I save filters in a Smart List?
Apply your filters and settings, then click + Smart List and name it clearly.

Q6: Can I edit a Smart List later?
Yes. Select it, adjust filters or columns, and save.

Q7: Can I delete a Smart List?
Yes. Select the Smart List, then go to Customize List > Delete List and confirm.