Rescheduling an appointment is a straightforward process, and there are two main methods to accomplish this. Here’s a detailed guide to help you reschedule appointments easily:
Method 1: Scheduler View
Open the Appointment:
Navigate to the scheduler view and click on the appointment you wish to reschedule.
Select Reschedule:
Look for a green button with a downwards arrow in the appointment details. Click this arrow to see the "Reschedule" option.
Confirm Rescheduling:
A confirmation message will prompt you to confirm the rescheduling action. Since this cannot be undone, ensure you are ready before selecting “Yes.”
Choose New Time Slot:
The scheduler will now have a border, indicating that it is ready for you to select a new time slot. You can navigate through different time periods to find a suitable timeframe.
Confirm and Save:
Once you have selected the new timeframe, a standard scheduling modal will appear for you to verify the new appointment details. Confirm the changes and click "Save."
The original appointment will be automatically removed, and the new one will be created.
Method 2: Patient Header
Access from Patient Header:
Find the patient header, and on the right, locate the patient's next upcoming appointment.
Select Reschedule:
Click on the appointment status to reveal the "Reschedule" option.
Follow the Confirmation and Scheduling Steps:
Similar to Method 1, confirm the rescheduling, and use the scheduling modal to finalize the new appointment time.
Important Recommendations:
Use Reschedule Instead of Cancel:
We advise opting for the rescheduling function over cancellation. This choice ensures all appointments, including rescheduled ones, are documented thoroughly, providing a complete history in the patient’s records. This is particularly useful if there’s any confusion about appointment timings.
If you have any further questions or require assistance, feel free to reach out to our support team.