Content Comparison

Editing appointment details

1. Click In the Scheduling tab.On the schedule, do one of the following:
2. Double-click an appointment.
Right-click an appointment, and , right-click on the appointment select Edit details.
3. In the The Edit event details  dialog dialog box will appear. In it, update the details as needed.
4. Do one of the following:Click To save the changes, click 

   Status
   title Update event

   to save the changes.Click 

   Status
   title Cancel

   to disregard changes.

Reschedule

In the Scheduling tab, right-click on the appointment, select reschedule.

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Changing appointment status

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Changing appointment status Changing appointment status

In the Scheduling tab

, right-click on the appointment, select Change status, and from the Change status menu, set the new status.

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Cancelling appointments

1. In the Scheduling tab, right-click the appointment, select Change status, and click set Cancelled as the desired status.

   Tip
   The status icon Image Removed will adjust accordingly, when using the mouse to hover over the appointment.

   NoteChanging the appointment status to No show will turn the color of the appointment new status. 
2. A prompt will ask if rescheduling is required. 
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   Do one of the following:
   1. Click Yes. The appointment will appear under the <Active> filtered screen in white, with a colored outline, as a visual indicator that another appointment can be schedule at that time. The appointment will be added to the Needs action panel.
      

   2. Click No. The appointment will appear under the <Inactive> filtered screen in white, and no reminder will be sent to the Needs action panel.

Marking appointments No show
 

1. In the Scheduling tab, right-click the appointment, select Change status, and set No show as the new status. 
2. A prompt will ask if rescheduling is required.
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   Do one of the following:
   1. Click Yes. The appointment will appear under the <Active> filtered screen in white, with a colored outline, as a visual indicator that another appointment can be
   scheduled
   1. schedule at that time. The appointment will be added to the Needs Actions panel.
      

   2. Click No. The appointment will appear under the <Inactive> filtered screen in white, and no reminder will be sent to the Needs action panel.

      Note
      The No show

   percentage will

   1. rate will appear on the patient's Summary screen.

      
      

Editing appointment date and time

1. Click In the Scheduling tab.On the schedule, do one of the following:
   1. Use the mouse to drag-and-drop an appointment to the desired date and time.

   2. Double-click an appointment. In the Edit event details dialog box, use the Date and Start time arrows to adjust as necessary, and click

      Status
      title update event

      .  

      Tip
      See: Setting date, time, and duration for more information.

   In the

   1. 
      

2. The Confirm operation dialog box , do one of the following:
   
   • Click Yes to save the changes.
   • Click No to disregard changes.
   will appear. Click 

   Status
   title Yes

    to confirm the operation.

Editing appointment duration

1. Click the Scheduling tab.
2. On the scheduleScheduling screen, do one of the following:
   • Hover the cursor over the top or bottom boundary of an appointment, and use the resize cursor to drag -and-drop the appointment boundary to the desired start or end time.

   • Double-click an appointment. In the Edit event details dialog box, hover the cursor over the top or bottom boundary of the yellow highlighted appointment in the right preview panel, and use the resize cursor to drag-and-drop the appointment to the desired start or end time.

   • Double-click an appointment. In the Edit event details dialog box, use the Duration slider bar to adjust as necessary, and click

     Status
     title update event

     .  

     Tip
     See: Setting date, time, and duration for more information.

     
     

3. In the The Confirm operation dialog box , do one of the following:
   
4. Click Yes to save the changes.
Click No to disregard changeswill appear. Click 

Status
title Yes

 to confirm the operation.

Editing repeating appointments

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Editing repeating appointments Editing repeating appointments

1. Click In the Scheduling tab.On the schedule, do one of the following:
   1. Double-click an instance of a repeating appointment.
   2. Right-click an instance of a repeating appointment, and select Edit details.

1. In the Edit event details dialog box, update the details as necessary.
2. Click

   Status
   title update event

   .
3. In the Confirm operation dialog box, do one of the following:

   1. Use the drop-down menu to select This instance only. Click OK to update only the one instance of the appointment being edited.

                b. Use the drop-down menu to select All instances. Click OK to update all instances of the appointment.

Changing repeat patterns

                     i. Use the drop-down menu to select This and prior instances and click OK to update the instance of the event that was selected and all previous instances of the event.

                     ii. Use the drop-down menu to select This and future instances and click OK to update the instance of the event that was selected and all future instances of the event.

Changing repeat patterns

1. In the Scheduling tab, do one of the following:

   • Double-click an instance of a repeating appointment.
   • Right-click an instance of a repeating appointment, and select Edit details.
2. Click the

   Status
   title change repeate details Edit

    (next to Repeat).
   

3. In the Edit repetition details dialog box, adjust the repeat pattern as needed, and click

   Status
   title Save

   .

   Tip
   See: Creating repeating appointments for more information.

   4. Click

   Status
   title

   Update

   update event

   5. In the Confirm operation dialog box, use do one of the following: 

   1. Use the drop-down menu to selectThis instance only. Click OK to update only the one

   of the following:  All instances:

   1. instance of the appointment being edited.

                b. Use the drop-down menu to select All instances. Click OK to update all instances of the appointment.

                    i. Use the drop-down menu to select This and prior instances and click OK to update the instance of the event that was selected and all previous instances of the event.

                    ii. Use the drop-down menu to select This and future instances and click OK to update the instance of the event that was selected and all future instances of the event.