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Editing appointment details

1. Click In the Scheduling tab.On the Scheduling screen, 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   Statustitleupdate event to To save the changes.Click , click 

   Status
   title

   cancel

   Update event

   to disregard changes.

Changing appointment status

Anchor
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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Image Added

Cancelling

appointments

1. Click In the Scheduling tab.On the Scheduling screen, right, right-click an the appointment, select Change status, and click Cancelledset Cancelled as the new status. 
2. A prompt will ask if rescheduling is required. 
   Image Added
   Do one of the following:
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   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 "Action required" panel
   1. 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

   "Action required"

   1. Needs action panel.

   Note
   Cancelled appointments will appear under the <Cancelled> filtered screen, regardless of whether rescheduling is required.

Marking appointments No show
 

1. Click In the Scheduling tab.On the Scheduling screen, right, right-click an the appointment, select Change status, and click No showset No show as the new status. 
2. A prompt will ask if rescheduling is required.
   Image Added
   Do one of the following:
   Image Removed
   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 "Action required" panel
   1. 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

   "Action required"

   1. Needs action panel.

      Note

   No show appointments will appear under the <No show> filtered screen, regardless of whether rescheduling is required.

   1. 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 Scheduling screen, 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:
      
   3. Click Yes to save the changes.
   Click No to disregard changeswill appear. Click 

   Status
   title Yes

    to confirm the operation.

   Editing appointment duration
   

   1. Click the Scheduling tab.
   2. On the Scheduling 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:
      
      • Click Yes to save the changes.
      • Click No to disregard changes.
      will appear. Click 

      Status
      title Yes

       to confirm the operation.

   Editing repeating appointments

   Anchor
   Editing repeating appointments Editing repeating appointments

   
   

   Tip
   Repeating appointments , which are linked to a patient file, are created as individual instances. Adjust patient-specific , repeating appointments on an individual basis.

   1. Click In the Scheduling tab.On the Scheduling screen, 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:

      • 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 future instances of the event.
       

       Click

       
       

       Status

       title	Cancel

       to disregard changes.

   Changing repeat patterns

   1. Click In the Scheduling tab.On the Scheduling screen, 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

      Status
      title Change repeat 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 event

   5. 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.

        
        

   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.

        
        

   • • 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.
       

       Click

       Status
       title Cancel

       to disregard changes

       .