Reschedule an Appointment Time or Date
Quickly reschedule the time or date of an appointment by dragging it to a new appointment slot.
Before you begin
Permissions:
- View Appointments
- View All Appointment Books
- Create Appointments
- Edit Appointments
- Delete Appointments
About this task
Procedure
To reschedule an appointment's time or date:
- From the main menu, select Appointments.
-
In the
Appointments section, to display
appointments for only today or the current week, select
either Day or
Week.
Tip:
- Use the Next arrow to step to the next Day or Week.
- Click Today to return to today's appointments.
- To select a specific date, use the Open calendar.
- The Month view cannot be used to reschedule the appointments.
-
To move an appointment to a different time slot on the same day, click and hold
the appointment header, and then drag it up or down to a new slot.
Tip:
- Use a similar process for Blocked/Unavailable appointments.
- When you have rescheduled a video telehealth appointment in the calendar, click Okay to confirm the changes. An SMS or email is automatically sent to the patient with a new link.
-
To change an appointment to a different date:
- Once you have updated the appointment's time or date, the Appointment details are displayed. If required, update the appointment details.
- Click Save.
Results
After you have rescheduled the appointment’s time or date, the selected appointment is updated in the Appointments book.
To view the rescheduled
details, select the required appointment, and then select
.
.
Note: After being rescheduled:
- For a single appointment, the status is Rescheduled.
- For an appointment in a series, the selected appointment has a status of Rescheduled, and the status of the remaining, recurring appointments is Booked.
What to do next
To send an SMS reminder to a patient about a
rescheduled appointment:
- Select The message preview is displayed on the panel.Note: The Send rescheduled SMS reminder button displays only if Enable SMS for appointment reminders is set in tab. For more information, see Enable SMS for Rescheduled Appointments.
.
- Click Send.After you have sent the rescheduled appointment SMS reminder, the appointment details are displayed in the Rescheduled section.Note: SMS charges apply for each SMS.