How to Edit Appointments
Navigate to the Business Office from the left navigation panel.
Select the Appointments tab.
Find the appointment you'd like to edit and click the 3-dot menu on the appointment card.
A menu will open that will allow you to make changes to the existing appointment, schedule a new appointment, navigate to various areas of the selected patient's chart, or upload an attachment to the patient's chart.
Edit
Adjust the Appointment details via the right-side pane on the 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.
Note: Appointment edits can only be made within the Business Office from the Appointments page.
Appointment Audit Log
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 a 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.
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.