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Effortless Appointment Management

Visual scheduling that keeps your calendar organized and your treatment rooms full

Scheduling That Works the Way You Do

Stop fighting with your calendar. Proactive Chart’s scheduling system gives you a clear visual overview of your day, makes booking fast and intuitive, and keeps your practice running smoothly.

Weekly Calendar View See your entire week at a glance with color-coded appointments by type and provider


Key Features

Visual Weekly Calendar

See your entire week at once with a clean, intuitive calendar view. Color-coded appointments make it easy to spot availability, track appointment types, and manage multiple providers.

Calendar capabilities:

  • Week and day views for flexible scheduling
  • Color-coded appointments by type or provider
  • Drag-and-drop appointment management
  • Real-time updates across all users
  • Filter by provider, room, or appointment type

Multi-Provider Support

Whether you’re a solo practitioner or a multi-location practice, our scheduling handles it all. Manage multiple providers, treatment rooms, and locations from a single calendar.

Multi-provider features:

  • Individual provider calendars
  • Side-by-side provider comparison
  • Provider availability settings
  • Room and equipment scheduling
  • Location-based filtering

Smart Appointment Types

Define appointment types with specific durations, colors, and billing codes. Initial evaluations, follow-ups, and specialty visits are clearly differentiated and automatically set up correctly.

Appointment configuration:

  • Custom appointment durations
  • Color coding by type
  • Default billing codes per type
  • Required documentation flags
  • Automatic buffer time options

Recurring Appointments

Set up recurring treatment plans with ease. Book an entire course of care in seconds, with flexible patterns for weekly, bi-weekly, or custom schedules.

Recurring options:

  • Weekly and bi-weekly patterns
  • Custom day/time combinations
  • Bulk booking for treatment plans
  • Easy modification of individual occurrences
  • End date or visit count limits

Automated Reminders

Reduce no-shows with automated appointment reminders via SMS and email. Customize reminder timing and messages to match your practice style.

Reminder features:

  • SMS and email reminders
  • Customizable timing (24 hours, 48 hours, etc.)
  • Personalized message templates
  • Confirmation tracking
  • Easy reschedule links

Online Patient Self-Scheduling

Let patients book their own appointments through the patient portal. You control which appointment types are available and during which hours.

Self-scheduling options:

  • Patient-bookable appointment types
  • Available hours configuration
  • Provider preferences
  • Automatic waitlist when full
  • Confirmation workflow options

Waitlist Management

When your schedule is full, the built-in waitlist captures demand and helps you fill cancellations quickly.

Waitlist features:

  • Automatic waitlist for unavailable times
  • Priority ranking options
  • Quick contact tools
  • Automatic notifications when slots open
  • Conversion tracking

Benefits for Your Practice

Fill Your Schedule More Efficiently

Visual scheduling makes gaps obvious. Automated reminders reduce no-shows. Self-scheduling captures demand 24/7. Your calendar stays full.

Save Front Desk Time

What used to take multiple calls now happens online. Patients book, reschedule, and confirm without staff involvement.

Reduce Scheduling Errors

Color coding, type validation, and provider availability rules prevent double-booking and scheduling mistakes.

Better Patient Experience

Patients appreciate the convenience of online booking and the reliability of automated reminders. They’re more likely to show up and more likely to return.


Ready to Streamline Your Schedule?

Transform your appointment management with scheduling tools designed for healthcare practices.

Start Your Free 30-Day Trial - No credit card required

Questions? Email us at [email protected]