Last updated - March 2026
After every appointment, you are responsible for marking that appointment with the correct status in the EHR. This is required for accurate records, proper billing, and compensation eligibility. All appointment statuses must be updated within 24 hours of the scheduled appointment time - the same window you have for completing, signing, and locking your chart notes.
There are five statuses available in the EHR. Use the one that accurately reflects what happened.
Use this status for any appointment where the patient joined the call, regardless of how long the visit lasted or what clinical decision was made. This includes visits where the provider determined the patient is outside Klinic's scope of practice, cannot safely be prescribed the requested medication, or needs to be referred to a specialist or service outside Klinic.
If a patient showed up on the call for any amount of time, the visit should be marked Occurred.
Mark the appointment as Occurred as soon as possible after the visit ends - ideally right away, and no later than 24 hours after the scheduled appointment time.
This is the most common status and the one that triggers compensation for the visit.
Use this status when a patient or provider cancels the appointment more than 24 hours before the scheduled time.
Providers are not compensated for cancelled appointments.
Use this status when a patient or provider cancels the appointment within 24 hours of the scheduled time.
Providers are not compensated for late cancellations.