Appointments
The Appointments dashboard is the heart of Anashi — every patient visit, its confirmation status, and what the AI has already done about it.
What the four cards at the top mean
Each card summarizes a slice of the day you're viewing:
| Total Appointments | Every appointment on the day you've selected, regardless of status. |
| Pending | Confirmation calls are scheduled but haven't run yet (or are mid-flow). |
| Confirmed | The patient confirmed they'll attend — either via the AI call or marked manually by staff. |
| Action Needed | Something needs a human follow-up. Combines "No answer" and "Cancelled" — the appointments your team should look at first. |
Switching between Appointments and Incoming Calls
Just under the cards are two pills — Appointments and Incoming Calls — that switch the working area below between two lists. Both live on the same screen so you can scan today's outbound work and inbound calls without leaving the page.
The Calls and Appointments date selectors
Below the tab pills are two separate date selectors — one for Calls, one for Appointments — each with the number of items on that date. The highlighted one is the date you're currently viewing.
This separation matters because the calls for an appointment may go out on a different day than the appointment itself — see Call date vs. appointment date below.
Status filter pills
Click any pill to narrow the list to just that status. The number on each pill shows how many appointments on the selected date match.
The appointments table
The main table shows every appointment for the chosen date with the columns below:
| ID | PatNum | Patient | Phone | Appt. Time | Status |
|---|---|---|---|---|---|
| #142 | — | MBMichael Brown | 5555550142 | 6/25/2026 10:00 AM | Confirmed |
| #143 | 21850 | JCJames Carter | 9165550199 | 6/25/2026 3:00 PM | Pending |
| Column | What it shows |
|---|---|
| ID | Anashi's internal appointment ID. Useful when referring to an appointment in conversation. |
| PatNum | Patient number from your practice management system (e.g. Open Dental). Reference only — to look the patient up there. Blank if not imported. |
| Patient | Patient name and initials avatar. |
| Phone | The number the AI calls. |
| Appt. Time | The actual visit date and time. |
| Status | Current confirmation status — see the table below. |
Status meanings
| Status | Meaning |
|---|---|
| Pending | Confirmation calls haven't completed yet. |
| Confirmed | The patient confirmed they're coming — by AI call or marked manually. |
| Rescheduled | The patient asked to move the appointment, or staff edited the date/time. |
| No Answer | Both confirmation calls went unanswered. Needs a human follow-up. |
| Cancelled | The appointment was cancelled. |
Selecting an appointment — the detail panel
Click any row and a detail panel slides in on the right side of the screen. The row stays selected (highlighted in teal) so you don't lose your place.
The panel shows you everything about that appointment in one place:
The "AI Control" line
Shows whether the automatic confirmation calls are switched on for this particular appointment. Disabled means no AI calls will go out for it — useful for VIP patients you want to call manually, or for a one-off where you don't want automation.
Automation: Call #1 and Call #2
Anashi makes up to two confirmation calls per appointment. Each shows up as its own card in the detail panel:
- Call #1 · Done with a summary — the patient picked up and the AI handled it. Status reflects what the patient said (confirmed, rescheduled, etc.).
- Call #2 · Pending — only appears if Call #1 didn't reach the patient. It runs after the clinic's configured retry delay.
- Call back button — places a follow-up call right now, on demand, if your clinic has manual calling enabled.
Recording
An audio player to listen to the AI's call directly in the panel, plus an Open in new tab link if you want to scrub through it full-screen. Only shows if the call was actually placed and recorded.
Adding an appointment manually
Click + Add appointment (top right of the dashboard). The form is detailed because Anashi needs enough information to make a good confirmation call:
| Field | Notes |
|---|---|
| Patient name * | Required. |
| Patient number | Optional. Reference only — not used by the AI call. |
| Phone number * | Required. Include country code (e.g. +15555550142). |
| Preferred call time | The time of day the AI should place the confirmation call. Defaults to 10:00 AM. Should be within your clinic's hours. |
| Retry delay (min) | How long to wait before Call #2 if Call #1 goes unanswered. Per-appointment override of the clinic-wide default in Settings. |
| Date & time * | Required. The actual appointment slot. |
| Duration | How long the visit will take. Defaults to 30 min. |
| Call date | Which day the AI confirmation call goes out — not the appointment date itself. Options: Call Today, the day before, the same day, or a custom date. |
| Provider | Which doctor or provider the visit is with. Comes from your providers list in Clinic Settings. |
| Appointment type | Cleaning, checkup, filling, etc. Comes from the types list in Clinic Settings. |
| Patient notes | Read aloud by the AI during the call (e.g. "Bring your ID and insurance card"). Keep it short and natural. |
| Front desk note | Internal only — never read to the patient. For your team's eyes. |
| Automated confirmation toggle | When on, the AI will call on the selected call date. Turn off for appointments you want your team to handle by hand. |
Watch the "preferred call time has already passed today" warning. If you set the call date to "Today" but the call time you entered is already in the past, the call won't fire. Either move the call time later in the day or change the call date to a future option.
Editing an appointment
Click Edit in the detail panel, or click directly into the table row. You can change the time, reassign the provider, update the status manually, or turn the AI off for that one appointment.
Got more than a handful of appointments to enter (say, a whole day's schedule exported from your practice software)? Don't add them one at a time — use Bulk Import instead.