Manage your day as a clinician

See the visits assigned to you for the day and launch each one from your calendar.

Before you start

Steps

See your visits

  1. Open My Calendar. Click My Calendar in the sidebar to see the appointments assigned to you, or open the Fleet Calendar and use the provider filter to focus your own lane.
  2. Review the day. Each appointment card shows the patient, scheduled time, visit type, and status. Any Notes / Purpose or Route Notes the scheduler added appear on the appointment's detail view.

Start a visit

  1. Click the appointment to open its details.
  2. Click Start Visit. Fleet Calendar uses specialty routing: wound-care patients open in the Wound Cockpit, then the Visit Wizard; primary-care patients open in the Primary Care Cockpit. The patient and appointment data pre-populate, so you do not have to search.
  3. Document and sign. Work the visit end to end and finish with Sign & Lock — see Sign Off.

Result

As you work, each appointment's status updates on the calendar — Progress Note In Progress while you document, then Visit Completed once you Sign & Lock — so your scheduler can follow progress throughout the day.

Resuming a draft? Click the same appointment and choose Continue Visit to return to where you left off — the wizard autosaves continuously.

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ESC