In Calendar iQ you have the ability to view your appointments as a list. In this guide, we will provide you with an in-depth understanding so you can be successful in navigating the List view of the calendar.

From the Navigation Bar, select Calendar iQ

You will now see your calendar

On the right side you will have the following viewing options:

• Month
• Week
• Day 
• List

Select ‘List’, and you will now see a list view of your schedule

By default, on list view, you will see your weekly schedule. However, you have the ability to select any date range by selecting the Date Range Selector button at the top.

On the List view, you’ll find 7 columns that will provide you with relevant information about the event:

• Session Date And Time
• Session Name-Location
• Providers
• Insurer Name
• Insurance Number
• Insurance Status
• Actions

The Insurance Status is pulled from the eligibility check.

NOTE: Each payer provides this information in a different section of the breakdown. If the coverage does not state Active, the status will appear Inactive.

In the Actions column, you are able to view the Attendance Icons for the events

When clicking the 3 dots on the right, you may see the following options:

• Start Meeting
• Send Invitations
• Edit Event
• Run Eligibility (All)

NOTE: When Run Eligibility (All) is selected, benefits check will be run on all clients in the event.

When the 3 dots is selected on the client line you get the following option:

• Send Invitation
• Run Eligibility 

NOTE: When Run Eligibility is selected the insurance status should update without the page needing to be refreshed.

By selecting an Insurer Name you will be redirected to the Financial & Insurance Info page of this client

You can filter the appointments by Location, Status, Event Types, Rooms, and Users by using the Filters button.

You also have the ability to export the List view of your calendar to an Excel file by using the Export button.

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