Month View

Overview

The Month view displays appointments across an entire month.

This view helps you quickly review appointment distribution and busy days. The month starts on Sunday and shows six weeks, including the last days of the previous month and the first days of the next month in grey.

Access

1. Open the Calendar page

2. Click the view dropdown at the top right and select Month

The monthly calendar opens.

Steps

How to select a month

1. Click the date picker

2. Select any date

The calendar opens the month that contains the selected date. You can also use the arrows to move between months, and Today to return to the current month.


How to open a specific day

1. Click on any day inside the month calendar

The calendar switches to Day view for the selected date.


How to review additional appointments

A day cell shows up to two appointments. When a day has more, a counter (for example +4) appears at the bottom of the cell.

1. Click the counter

2. The Appointments window opens and lists the appointments of that day with their Date-Time, Patient, Provider/Consultant and Appointment Type

Use the More Actions (⋮) button of an appointment to Edit or Cancel it.

Fields (Field Descriptions)

FieldDescriptionBehavior
Date PickerSelects a dateOpens the related month
Day CellRepresents a calendar dayOpens Day view when clicked
Appointment CounterShows how many more appointments the day hasOpens the Appointments window
Appointment PreviewDisplays an appointment summaryShows patient and provider
More Actions (⋮)Menu of an appointment in the Appointments windowEdit or Cancel the appointment

Behavior & Expected Outcome

  • The calendar displays appointments inside daily cells.
  • No current time line appears in Month view.
  • Days with more than two appointments display a counter.
  • Clicking a day opens the selected day in Day view.
  • Clicking the counter opens the list of that day's appointments.

Common Errors + Fixes

IssueCauseFix
Some appointments are hiddenToo many appointments exist in one dayClick the appointment counter
Wrong month is displayedIncorrect date selectedChoose another date from the picker
Day view does not openPage response delayRefresh the page and try again