Hover over the Motivity icon on the top left corner and click on the scheduler-Patient menu to access the patients schedule.
After selection of the menu, you land on the scheduler page. Select the service location and then the patient to view the patient's calendar.
Legend: Appointment color code
You can click on the bottom of the screen to view the entire legend. By default, you see only the first row.
Signature Capture check
The check mark at the top right corner of the appointment represents that the signature has been captured for the rendered service.
The green check represents that the clinician's signature is captured.
The black check represents that caregiver's signature was captured.
Changing the State of the Appointment
Click on the appointment if you want to view the appointment details or to Render/complete, Cancel or delete.
Conditions for changing the status of any appointment are:
Future appointments cannot be rendered
Rendered appointments cannot be deleted
Rendered appointment cannot be edited (if needed you can cancel it, reschedule it and then make the edits, in this case the captured data/signature will be deleted)
Actions to edit/delete a recursive series will be available if the appointment was part of the series
A cancelled appointment can be 'un-Cancelled' to restore it to the scheduled state
Time for a scheduled appointment can be increased or decreased by dragging it by mouse (without having to open the edit appointment popup)
Showing and Hiding Canceled Appointments
To reduce clutter in your scheduling view, you can hide canceled appointments using the Show Canceled Appointments toggle in the appointment help menu. This toggle defaults to ON. Toggling it OFF hides canceled appointments instantly across all Scheduler views, and your preference is saved across sessions. Canceled appointments remain visible in search, reports, and patient records regardless of this setting.
Navigation
Use the navigator in the upper left corner to select a specific day from the calendar or to view previous or upcoming weeks.
Weekly Hours Summary
The Patient Scheduler displays a Weekly Hours Summary panel next to the Monthly Total Hours, giving you an at-a-glance breakdown of scheduled and rendered hours for the selected week. The panel includes:
Total Weekly Hours — The combined total of Billable and Non-Billable hours for the week
Billable — Hours from billable appointments only
Non-Billable — Hours from non-billable appointments only
💡 Note: Drive Time is excluded from all Patient View hour totals — including daily, weekly, and monthly figures. This ensures that patient-level hours reflect service hours only. Hovering over any value in the summary panel will display "Includes Scheduled and Rendered Hours (Excludes Drive Time)."
Totals refresh automatically when switching between weeks — no page refresh needed.
For information on managing the provider scheduler, see our Navigating the Provider Scheduler article.