Appointment Status Icon Key

1 min. readlast update: 07.09.2026

Appointments in 4D EMR will display icons in the lower-right corner based on certain patient attritbutes. 

 

Icon Indicates Configured by:
 The patient has not filled out the Health Information Form or it has been a year since the patient last filled out the Health Information Form The patient must fill out the Health Information form
The patient has an unsigned document on TEPE Patients > Forms & Scans > Portal Consents
Medical Allergy Patients > Clincal > Medical History
Patient Alert Patients > Profile > Details > Alerts
Unpaid balance on an invoice Deleting, paying, or adjusting any open invoices
Social Media consent   Patients > Profile > Details > expand "Optional Fields" at the bottom.
Rewards Member Money > Rewards Plan
Incomplete PreOp Checklist Items Default Preop Items: Admin > Settings > Quotes > Templates

Per Patient: Click on Preop Checklist on Schedule
All PreOp Checlist Items are complete Default Preop Items: Admin > Settings > Quotes > Templates

Per Patient: Click on Preop Checklist on Schedule

 

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