To edit any scheduled appointment, click the 3-dot menu within the Appointment.
From here, you’ll be able to:
Edit – adjust the Appointment details via right side pane (same screen when scheduling the Appointment).
Mark as Unconfirmed or Mark as Confirmed – places a checkmark on the left side of the appointment tile if confirmed.
Mark as No Show – gray out the patient name with a strikethrough and document the patient never showed up. You can always undo this action by clicking the 3-dot menu again and selecting ‘Mark as Shown’.
Cancel – gray out the patient name and move the cancelled Appointment to the bottom of the column’s cancelled section. You can always undo this action by clicking the 3-dot menu again and selecting ‘Reschedule’.
Check In – Check the patient in for their Appointment.
Schedule Appointment – Setup an additional appointment for the patient.
Navigate quickly to the patient’s Chart, Comm Log, Rx, Invoice, or Payments & Ledger.
Upload Attachment – upload documents attached to the visit or as standalone documents.
🔍 Visible Appointment Audit Log
Wondering who created that appointment? Or maybe when that appointment was cancelled?
This information can be found by hovering over the appointment block and viewing the details in the pop-up. The audit log will display which staff member created, edited, canceled, or marked an appointment as no show, as well as the date and time it was done.
Created: who made the appointment and when
Edited: most recent information on who edited the appointment and when
Cancelled: who cancelled the appointment and when
No Show: who marked the appointment as no show and when
📓 Please Note: Rescheduling a canceled appointment or changing the status to ‘Shown’ will remove the Cancelled or No Show audit log, and will show the most recent Editing information.