Page 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  Image Removedto To save the changes.
5. Click  Image Removedto disregard changes.

Image Removed

1. , click 

   Status
   title Update event

   .

Changing appointment status

Anchor
Changing appointment status Changing appointment status

In the Scheduling tab

, right-click on the appointment

     Or change the appointment by

1. Go to the Scheduling tab and double click on the appointment
2. In the Edit event details tab, go to the Status menu and select the updated appointment status
3. Select Update Event

Tip
Hide the appointment status icons by selecting the Image Removed icon next to the 31-day view icon

, select Change status, and from the Change status menu, set the new status.

Image Added

Cancelling appointments

1. In the Scheduling tab, right-click the appointment, select Change status, and set Cancelled as the new status. 
2. A prompt will ask if rescheduling is required. 
   Image Added
   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.
   Image Added
   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

1. 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

1. 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

   Image Removed

   1. 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 Image Removed

     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

Anchor
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 Image Removed

   Status
   title update event

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

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

     Warning
     If adjusting provider, location, or event type, and selecting This instance only, the specific appointment is no longer a part of the repeating series.

     
     

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

     Warning
     Selecting All instances will completely remove all previous appointments in the series, and re-create the series using the start date of the instance being edited.

     
     

• • 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.

  • 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 previous future instances of the event
    

    Tip
    To maintain a series of repeating events with their original dates and times: (1) Edit the first instance of the series, or (2) Select This instance only, delete All instances of future events in the series, and re-create the series.

    Click Cancel to disregard changes

    .
    

Changing repeat patterns

1. Click In the Scheduling tab.On the schedule, 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 Image Removed

   Status
   title 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 Image Removed

   Status
   title update event

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

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

   of the following: 

   •  All instances: instance of the appointment being edited.

     Warning
     If adjusting provider, location, or event type, and selecting This instance only, the specific appointment is no longer a part of the repeating series.

     
     

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

     Warning
     Selecting All instances will completely remove all previous appointments in the series, and re-create the series using the start date of the instance being edited.

Tip
To maintain a series of repeating events with their original dates and times: (1) Edit the first instance of the series, or (2) Select This instance only, delete All instances of future events in the series, and re-create the series.

Click Image Removed to disregard changes. AnchorChanging appointment statusChanging appointment status

2. • 
     

• • 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.

  • 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.