Action required panel

Overview

The Action required panel shows details of appointments which require follow-up action, including:

• Unconfirmed appointments occurring within 1 business day or less (configurable)
• Appointments for which the patient has requested rescheduling (via an automated reminder)
• Cancelled or No show appointments requiring rescheduling
  

Viewing the action required panel

1. Click on the notification badge next to the Scheduling button on the main toolbar to view the Action required panel.

   

   The number on the badge indicates the number of appointments present in the Action required panel.

2. A slide-out panel will display details of the appointments requiring action (including patient contact details).
   
3. Close the panel by clicking on the indicator again.

Rescheduling from the action required panel

1. On the Action required panel, right-click on a Cancelled or No show appointment, select Reschedule. 

2. In the Create event dialog box, adjust the date, time, and duration as needed. Click UPDATE EVENT.

   All of the details from the original appointment are copied automatically. The original appointment remains as is (i.e. Cancelled or No show), but is removed from the Action required panel once the new appointment is saved.

Removing notifications from the action required panel

If rescheduling is no longer required for a specific appointment, the following steps can be following to remove it from the action required panel.

1. After opening the Action required panel, right-click on the notification that no longer requires rescheduling.
2. Highlight the Rescheduling option from the menu and select Not required.
3. 

Managing other action required panel options

 Many of the right-click functions available on the main Scheduling screen are also available from the Action required panel, including:

• Rescheduling appointments
• Editing appointment details
• Deleting appointments
• Viewing event history
• Viewing patient details