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Keep Track of Appointments

A guide to keeping your appointments organized.

Written by Jennifer Fairchild

You are able to view appointments from the Appointment Module or in the Calendar.

To view the status of your appointments select the Appointment Module. Avanlee is a concierge appointment service. Instead of booking your own appointment, you select which recommended appointments you want, share your day and time preferences, and choose which providers you'd be willing to see. Submitting this creates a request, and Avanlee staff book the actual appointment on your behalf.d

Manually Add Appointments

To manually add appointments, follow these few steps:

  1. Go to Appointment Module.

  2. Select the blue plus icon in lower right-hand corner.

  3. Add important appointment preferences.

    1. Select appointment types to book

    2. Set day and time preferences

    3. Add further notes if needed

    4. Choose a provider for each appointment type from the recommended list, or use "More Options" to search for a different provider.

  4. Click Submit. You'll see a confirmation that we're booking your appointments for you.

View the picture below as an example:

Add Location or Physician

To add an existing doctor or location, you need to have them entered in your Files and Contacts. If added to your Files and Contacts, tap the blue button to the right of each to select it.

If you haven't added to your Files and Contacts, click More Options on the provider screen to search for a real healthcare provider. Search by name, specialty, or distance to find a match, then select them to fill in their details automatically.

Select a Provider

On the provider selection screen, tapping the circle next to a provider's name selects them for booking. Tapping anywhere else on their card opens their full details (specialties, facility, address, distance) but does not select them. To choose a provider, make sure you tap the circle.

Delete Appointment

To cancel an appointment follow these steps:

  1. Go to the Appointment Module.

  2. Click into the appointment you'd like to cancel.

  3. Select the trash can in the bottom right-hand corner.

  4. Confirm deletion when prompted.

You are unable to cancel a request that's still being worked on, but can still delete a confirmed, already-scheduled appointment.

Adjust Appointment Details

You can change the appointment details by following the steps below:

  1. Go to the Appointment Module.

  2. Click into the appointment you'd like to update.

  3. Adjust the date, time, or other details as needed.

  4. Click the blue Save Event button.

Edit Recurring Appointment

If an appointment repeats and needs adjusting to its schedule, there's one extra step you need to do:

  1. Open the appointment you want to change.

  2. Scroll down and expand the Repeat section (it's collapsed by default).

  3. Check the box labeled Change event series. The repeat options stay greyed out until this is checked.

  4. Adjust the schedule and click Add Event to save.

Automatically Schedule Appointments

If your health plan provides Avanlee as a benefit, you can automatically schedule appointments in the app.

When you open appointments, you’ll see a pop up appear prompting you to schedule your appointments. Click Book Appointments and follow the prompts on the screen.

Can't See Appointment Recommendations Anymore

The appointment recommendations prompt only appears once. If you've already seen and dismissed it, you can always find recommended appointments again from the banner at the top of the Appointments screen.

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