Calendar

The Calendar tab gives you a real-time, read-only view of your office’s schedule pulled directly from your practice management system. This allows your team and AI workflows to understand availability and appointment context without making any changes.

• Displays appointments from your practice management system

• Shows providers, patients, appointment times, and statuses

• Updates automatically as your schedule changes

• Helps power AI responses and scheduling awareness

• Create appointments

• Edit or move appointments

• Confirm, cancel, or reschedule visits

• Change any data in your PMS

Important: The Calendar tab is view-only. Annie cannot modify your schedule.

1. Log in to your Annie Dashboard.

2. Click Calendar in the left-hand navigation.

You’ll see a timeline-style view of your office schedule.

• Use Today to jump back to the current date

• Click the date selector to jump to a specific day

• Appointments are displayed by time of day

• Each column represents a provider, operatory, or schedule grouping

• The vertical axis shows hourly time blocks

Each appointment may display:

• Patient name

• Provider

• Appointment time

• Status indicators (e.g. Unconfirmed, No-Show)

These indicators are pulled directly from your practice management system and cannot be edited in Annie.

You may see icons or labels such as:

• ❓ Unconfirmed

• 🚫 No-Show

• Other PMS-specific status markers

These reflect the current status in your PMS and update automatically.

Can Annie book or move appointments?
No. The calendar is read-only.

Why don’t my changes show immediately?
Most updates appear in real time, but occasional sync delays can occur depending on your PMS.

Why can't I see all my operatories?
Scrolling to the right or clicking the circle-arrow button will allow you to see additional columns in your practice management system.