Agenda
The agenda lists appointments by provider, site, and service — not a personal calendar app.
Independent Providers open agenda in the Independent Portal. Organization providers and IPS staff with appointment permissions open it in the Organization Portal.
Filter by day, site, or service when those filters are present.
Change an appointment
Section titled “Change an appointment”Provider-side rules:
- Providers cannot cancel an appointment. They reschedule instead.
- Reschedule within 6 hours of start requires a justification.
Patients have a different cutoff. See Manage appointments.
Staff with appointment permissions can also book for a patient from Organization Portal or Independent Portal booking screens. Those assisted flows do not use the patient 2-hour lead time.
Start of care
Section titled “Start of care”Opening an encounter or consultation is a later step, after the appointment exists. Follow the in-app encounter screens your organization enabled. This help does not walk through clinical documentation.
IPS providers capture informed consent in the Organization Portal. Independent Providers capture it in the Independent Portal. Both use this device or one phone QR.