Appointment Schedule in Flow Overview

The Appointment view is a tool that allows you to view your scheduled appointments directly in Flow. This article will go over how to set up this view to ensure your appointments are organized in a way that best suits your clinic's workflow. 

💡This view is customizable per user so if you customize this view for one user it will not be shown for all users. 

To get started with viewing clinic appointments in Otto Flow, click on Appointments. 

A list of clinic appointments will be listed for the date set and ordered by time. If the appointment has received an automated reminder, the conversation status will be listed (and will update automatically as the client completes the automation steps). 

Filtering Appointments 

Appointments listed can be organized and viewed by Conversation Status, Appointment Type, Room, or Doctor. 

Conversation Status

To organize appointments by conversation status, click on Status and choose which statuses to be visible. 

Creating a New Column

Creating a new column will allow conversations to be filtered by Appointment Type, Room, or Doctor.

To create a new column, enter the column name and then click on the three dots to filter which appointments should be visible. Use the search bar to narrow down options. 

After creating additional columns, click on Show Columns to choose which columns will appear visible. 

🛑 Settings created in the appointment schedule are per user, and will not be saved to other clinic Flow users

Appointment card icons

Each appointment card surfaces quick-glance icons:

• ⚠️ Missing contact info alert — if the client has no phone or email on file, an alert icon appears so staff can chase down the missing info before automations need to fire.
• 🎙️ AI Scribe recording button — the recording control lives directly on the card. Once a recording has been created, the icon updates to show a recap count, indicating how many recordings exist for that appointment.
   

Side Panel Appointment Schedule 

The side panel appointment schedule tool can be found by clicking the calendar icon in the left menu. Any columns created will be visible here for filtering.