Customizing My WithinEHR Calendar
Your calendar is the operational center of your practice. This guide covers the key customization tools that keep it accurate, conflict-free, and aligned with your clinical workflow.
Setting Up Custom Repeating Appointments
See: Custom Repeating Appointments
Troubleshooting Availability Issues
See: Troubleshooting Availability Issues
Custom Appointment Statuses
Custom statuses let you track exactly where an appointment is in your clinical workflow — beyond the standard Booked, Cancelled, and Completed states.
Examples of useful custom statuses:
- Pending Deposit — booking held, payment still required
- Ready for Service — client has arrived and is ready
- In Progress — session has officially started
- Checkout / Billing — service complete, client ready to pay
- Need Intake Form — alerts front desk that paperwork is outstanding
See: Custom Appointment Statuses
Tracking Client Appointment History
Reviewing a client's full appointment history helps you deliver personalized care, maintain quality consistency, and resolve any scheduling disputes with an objective record.