Filtering Appointments

Underneath the date filter on the Appointment tab, there are optional filters. Please note that the date selection will be maintained when using these filters. 

You can click X to remove a filter from the view, or More to add additional filters. 

Here is a list of filters available for appointments: 

•  Status
  • Filter by appointment status: New, Broadcasted, Confirm Interpreters, Scheduled, In Progress, Completed, Canceled, or Archived.
• Communication Type
  • Filter appointments by Communication type: Onsite Consecutive, Scheduled Video Interpreting, Scheduled Telephonic, Onsite Simultaneous, Onsite Whisper, Onsite, or Third Party Platform.
• Accounts
  •  Select one or more accounts. 
• Languages
  • Select one or more languages. 
• Interpreters
  • Select one or more Interpreters. 
• Time Confirmation
  • Filter for appointments based on whether the interpreter has confirmed the time: Revised By Interpreter, Confirmed By Interpreter, Revised By Admin, Confirmed By Admin, or No actions.
• Recurrence
  • Filter for appointments based on if they are one-off or in a series. Options: Single or Series.
• Signatures
  • Filter for appointments based on signature requirements. Options: Not Required, Required - Unsigned, or Signed 
• Types
  • Based on Appointment Type: New/Initial or Follow-Up. 
• Priority
  • Based on the priority set during the appointment creation. Options: Regular, Rush, Emergency, or Special.
• Appointment Tags
  • Filter based on custom tags that have been added to the appointment. 
  • See more: Appointment Tags
• Zones
  • Filter for appointments with designated Zones. 
• Consumers
  • Filter for any individual consumer that is saved under the Consumers tab of an Account. 
• Automation
  • Filter based on automation settings of the appointment. Options: Only Auto-Broadcasted, Only Auto-Confirmed, Fully Automated, or Not Automated.
  • See more about automation: 
    • Appointment Auto-Broadcasting
    • Auto-Confirmation
• Account Invoice
  • Filter based on whether or not the appointment has been added to an invoice. Options: Invoiced
    or Not Invoiced