Rescheduling Appointments

Related Training

Confirming and Rescheduling Appointments Recorded Class

You can click-and-drag an appointment to another time slot on the Schedule, or you can reschedule an appointment in the Appointment Details window or from the Pending List.

Click-and-Drag an Appointment

To reschedule an appointment:

Click-and-drag the appointment to the Actions section of the Schedule. The appointment is listed under To Be Scheduled.
Find the new appointment date.
Click-and-drag the patient’s appointment to the new time slot.

From the Appointment Details Window

To reschedule an appointment:

On the Schedule, click the appointment. The Appointment Details window is displayed.

Click Reschedule. The appointment is listed in the To Be Scheduled section under Actions in the Schedule.
Find the new appointment date.
Click and drag the patient’s name to the new time slot.

From the Pending List

To reschedule an appointment:

In the Location window, select Appt Worklists > Pending List. The Appointment Pending List is displayed.

Note: You can search for a patient and apply filters, if necessary, to locate the appointment you are rescheduling.

Click the pending appointment. The appointment information is displayed.
Click Reschedule. The Appointment Card for the patient is displayed.

Click Schedule Appointment. The Schedule is displayed.
Find the new appointment date.
Click-and-drag the patient’s appointment from the To Be Scheduled section to the new time slot.

To reschedule multiple appointments from the Pending List:

In the Location window, select Appt Worklists > Pending List.
Use the filters or sort the columns to refine the list.
Select all the appointments you want to schedule.
Under Actions, click Schedule Appointments. The Schedule Day View is displayed with the selected appointments in the To Be Scheduled area.
Find the appropriate time slots, and then click-and-drag the appointments to schedule them.

Note: If your practice has multiple locations, and you are in the All Locations tab's Pending List, the to-be-scheduled appointments are displayed in the side panel of the Schedule Day View for each location.