Content Comparison

Changing the status of an appointment

Editing appointment details

1. In the Scheduling tab, right-click on the appointment select Edit details.
2. The Edit event details dialog box will appear. In it, update the details as needed.
3. To save the changes, click 

   Status
   title Update event

   .

Reschedule

In the Scheduling tab, right-click on the appointment,

Changing the status of an appointment:

 Image Removed

 By dragging and dropping the appointment

Image Removed

To move an existing appointment to a different date or time, hover the cursor over the appointment until it changes to the 4-way arrow cursor (above), then click and drag the appointment to the desired date and time before releasing the mouse button. A confirmation dialog will appear, asking you to confirm that you would like to save the changes to the appointment. Selecting Yes will save the changes, and selecting No will leave the appointment as is.

By resizing the appointment

Image Removed

To change the start or end time of an appointment, hover the cursor over the appropriate appointment boundary (top or bottom) until it changes to the resize cursor (figure 2.16), then click and drag the boundary to the desired time before releasing the mouse button. A confirmation dialog will appear, asking you to confirm that you would like to save the changes to the appointment. Selecting Yes will save the changes, and selecting No will leave the appointment as is.

By double-clicking on the appointment

Double-clicking on an appointment will open the Edit event details dialog box. After updating the appointment, click  Update event to save the changes. Clicking Cancel will leave the appointment unchanged.

By right-clicking on the appointment

Right-clicking on an appointment and selecting Edit details from the pop-up menu, it has the same effect as double-clicking on the appointment. Under the right-click menu, you also have the ability to delete the current event by selecting Delete event .

Changing a repeating appointment

To change a repeating appointment, double click, or right click and select Edit details on any instance of the series of repeating appointment. After updating the appointment, click Update event . A confirmation dialog will appear, asking whether you wish to update only the instance being edited (This instance only) or all instances of the event (All instances). Selecting an option and clicking Ok will update the appointment(s) accordingly, and clicking Cancel will leave the appointment as is.

select reschedule.

Image Added

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.

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 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 rate will appear on the patient's Summary screen.

      
      

Editing appointment date and time

1. In the Scheduling tab, 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.

      
      

2. The Confirm operation dialog box will 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 drag the boundary to the desired 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. The Confirm operation dialog box will appear. Click 

   Status
   title Yes

    to confirm the operation.

Editing repeating appointments

Anchor
Editing repeating appointments Editing repeating appointments

1. In the Scheduling tab, 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.

                     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

   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

   Status
   title update event

   5. 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.

                    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.