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, 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 set Cancelled as the new status. 

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Moving an existing appointment

1. Hover the cursor over the appointment until it changes to the 4-way arrow cursor.
2. Click the appointment and drag it to the new date and time.
3. In the confirmation dialog boxA 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 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. Click Yes to save the changes to the appointment.
   2. Click No to leave the appointment at the original date and time.

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   Changing the start or end time of an appointment

    

   1. Hover
      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

      appointment boundary until it changes to

      • yellow highlighted appointment in the right preview panel, and use the resize cursor

      .Click and drag the boundary to the new

      • to drag-and-drop the appointment to the desired start or end time.

      • Double-click an appointment. In the

      confirmation

      • Edit event details dialog box,

      do one of the following:
      • Click Yes to save the changes to the appointment.
      • Click No to leave the appointment at the original date and time.

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   Editing appointment details

   1. Do

      • 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.

        
        

   2. The Confirm operation dialog box will appear. Click 

      Status
      title Yes

       to confirm the operation.

   Editing repeating appointments

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

      Status
      title update event

      .
   3. In the Confirm operation dialog box, do one of the following:Do
      1. Click Update event to save the changes to the appointment.
      2. Click Cancel to leave the appointment unchanged.

      Deleting an appointment

      1. Right-click an appointment.
      2. Select Delete event.

      Changing a repeating appointment

      1. 1. 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 part of the repeating series.

                      b. 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.

                           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 appointment, and select Edit details.
      2. Click

         Status
         title Edit

          (next to Repeat).
         

      3. In

         the 

         the Edit

         event

         repetition details

          dialog

         dialog box,

         update the details.
      4. Click Update event.
      5. In the confirmation

         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:Select  

         1. Use the drop-down menu to select This instance only

          and click

         1. . 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.

       Select All instances and click

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

   4. Click Cancel to leave the appointment as is.
   NOTE: When you update All instances of a repeating event, the entire series of appointments is deleted and then re-created,

   Note
   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. For example, if you update a repeating appointment using the third instance of a series that has five instances, the first two instances are deleted and the third instance becomes the first instance with four instances following it. If you want to maintain a series of repeating events with their original dates, either edit the first instance of the series, or edit any other instance and change the start date to the new date (e.g. the date when the first instance occurs). This applies only when you change the following event details: location, calendar, date, time, or repeat details. Changing other appointment details (e.g. description, duration, or summary) does not cause the series to be re-created.

    

                    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.