Managing Your Practice > Using the Appointment Book > Using the Appointment Expert
The Reschedule/Cancel Appointment window enables you to assign reasons for patient cancellations. You can also select whether to reschedule an appointment, cancel the appointment, or mark the appointment as pending.
The Reason for Change section includes the following options:
Canceled with advance notice
Canceled without advance notice
Failed with excuse
Failed without excuse
Appointment was made in error
The Appointment handling section includes the following options:
Reschedule now
Move to pending page
Delete appointment
When a patient calls to reschedule an appointment:
Right-click the existing appointment in the book and select Reschedule/Cancel/Failed from the menu. The Reschedule/Cancel Appointment window is displayed.
Under Reason for change, select an option.
Under Appointment handling, select Reschedule now. The appointment changes to reschedule mode by becoming bright yellow and slightly off-center.
Right-click the appointment and select Appointment Expert.
Continue with the procedures in Making a New Appointment.
Beginning in Version 8.1, you can drag-and-drop an appointment to reschedule it. When you begin dragging an appointment, the Reschedule/Cancel Appointment window is displayed. Select Reschedule now and click OK. The appointment becomes a floating yellow box, and you can select a new day or time, and drop it into the new slot.