List is the second view of the same calendar — the View switch at the top of the screen, option List instead of Calendar. The grid answers "what is happening at 2 p.m."; the list answers "which appointments this week are unpaid".
This is where you work in bulk: send reminders to twenty people at once, export a summary, print tomorrow's schedule.
How to do it
Switch to the list
Button View → List. The choice is remembered, so next time the calendar opens straight into that view. Fullscreen hides the navigation and leaves the table alone.
Narrow the set
Above the table there is a Search by patient name or phone… field plus Practitioner, Location and Type. Date range has ready-made values: Today, Tomorrow, This week, Overdue, Custom.
More filters adds Payment, Visit card and Booking source (Online booking or Phone / walk-in). Reset filters clears everything.
Group it or leave it flat
Group by accepts None, Practitioner, Location, Status. Each group header shows the number of appointments. The table columns are Time, Patient, Type, Practitioner, Location, Status, Visit card, Payment, Actions.
Under 1 sit the buttons you use to switch away from the grid and back: View, Fullscreen, Print. Under 3 — the filter bar with Date range, More filters and Reset filters. Under 4 — the Status column, the one you group by most often. The checkboxes that turn on the bulk action bar sit along the left edge of the table, before the Time column.
Select and act on many at once
The checkboxes on the left turn on an action bar with a counter of what is selected. Four actions are available:
- Send reminder — you pick a Template and a Channel (SMS, Email, SMS & Email). The summary tells you how many were sent and how many were skipped.
- Export CSV — a file marked BOM-prefixed UTF-8 (Excel-friendly), so accented characters open correctly.
- Mark as no-show — with a warning that the practice may charge a fee for it.
- Cancel appointments — with an optional Reason (optional); patients get a notification, and the freed slots go to the waitlist.
Print the schedule
Print (or Ctrl+P) assembles a Printed schedule with the columns Time, Patient, Type, Practitioner, Notes and a summary of the day. For a very wide range Heltio warns with a Large print range dialog — you confirm with Print anyway.
Catch up on outstanding visit cards
When visit cards have been left unfilled, a bar appears above the table with a count and a Fill now button. It opens Visit Cards to Fill — a list of appointments without documentation, oldest debt first.
When something goes wrong
Failed to send reminders. Please try again.
What this means: The bulk send did not go through — most often because of a temporary connection problem.
No contact details
What this means: The reason a single appointment was skipped: the patient has neither a phone number nor an email address.
Reminder sent recently
What this means: The same patient already got a reminder about this appointment a short while ago.
Maximum 1000 appointments per export.
What this means: More appointments were selected than fit into one file.
Failed to mark appointments as no-show. Please try again.
What this means: The bulk operation did not go through.
No appointments match your current filters.
What this means: The filter set is cutting everything out.
Who has access
Clinic Admin Receptionist PractitionerThe whole team can see the list, but the Visit card column is closed to assistants — instead of the card state it shows Practitioner-only, and an attempt to open the outstanding cards ends with You do not have permission to access clinical documentation. Cancelling and marking no-shows require separate permissions; a practitioner without them sees the table but not the bulk action bar.
Related
- Calendar — the same set of appointments in the hourly grid.
- Reminders — where the templates sent from the action bar come from.
- Active session — what happens after you click Start visit.
Related features
Calendar — week grid and list view
The main working screen of the practice: a full 24-hour grid across the week, a switch to the appointment list, filters, drag-and-drop rescheduling and time blocking.
Adding an appointment
How to book a patient: click an empty spot on the calendar, or use the New Appointment button. What the warnings about a busy slot and about working hours mean.
Reminders
Two different mechanisms under one name: the messages sent to the patient before a visit, and the operational reminders for the team in the bell next to your name.
Active session — working during a visit
The screen you work on from the moment the patient walks in until they leave: the clinical note, range-of-motion measurements, the treatment plan, attachments and the summary that closes the visit.
Payments — the day's till
The reception screen for one working day: how much has been taken, who is sitting in the waiting room with an unpaid visit, what is outstanding, and how much cash is in the drawer at shift close.