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Editing Individual Drop-Offs

Learn how to update a drop-off appointment directly in the Appointment Calendar.

Updated over a week ago

Use the 3-dot menu within the Drop-off field to Edit, Mark as a No Show, Cancel, Check In, or view this patient’s Visit History.

  • Edit – adjust the Drop-off details via right side pane (same screen when scheduling the Drop-off).

  • Mark as Unconfirmed or Mark as Confirmed – a checkmark will appear on the left side of the drop off card.

  • Mark as No Show – gray out the patient name with a strikethrough and document the patient never showed up. The Available Drop-offs count at the top of the day will automatically recalculate and you can always undo this action by clicking the 3-dot menu > ‘Mark as Shown’.

  • Cancel – move to the bottom of the column’s cancelled section and recalculate the number of available Drop-offs at the top of the day. You can always undo this action by clicking the 3-dot menu again and selecting ‘Reschedule.

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