Patient List
About This Video
Need to manage patient appointments and account status in ReveliaDx? This walkthrough shows how to use the Patient List panel effectively.
You’ll learn how to review where patients are in the intake process, edit scheduled visit dates, and update appointment details as needed.
The video also explains how to manage inactive patients by updating their account status directly from their profile, including activation and reactivation options.
You’ll see how to move through filters and columns to quickly find and manage patients inside your dashboard.
Best for clinic teams and front-desk staff who need a clear, organized way to manage patient records and appointment status.
Frequently Asked Questions
To edit a visit date, open the patient’s profile from the Patient List and navigate to the scheduled event or appointment. From there, you can update the visit date and save the changes. This ensures your calendar, assigned forms, and visit preparation details stay aligned.
Yes. Updating a visit date does not remove previously assigned forms. The forms remain linked to the patient’s visit, allowing you to adjust scheduling without disrupting documentation or intake workflows.
Within the patient’s profile, you can change the patient’s status to inactive. This removes them from active workflows and scheduling views while preserving their historical records and documentation for compliance and reference.
Yes. Inactive patients can be reactivated at any time from their profile settings. Once reactivated, they return to the active Patient List and can resume scheduling, form assignments, and care planning activities.
The Patient List includes filtering options that allow you to sort patients by status, upcoming visits, or other criteria. These filters help practitioners and administrative teams quickly locate specific patient groups, streamline daily workflows, and prepare efficiently for upcoming appointments.