Reschedule Appointments

Reschedule an appointment to an alternative time slot by drag-and-drop or cut-and-paste.

Procedure

  1. Open the Appointment module. Either:
    • Click Appointment Book.
    • Select Waiting Room > Appointment Book.
  2. If you have multiple Appointment Books in use, select the Appointment Book you want to use via the associated drop-down list.
  3. Select the practitioner for whom you want to delete an appointment from the list of practitioners.
  4. If the appointment is a Telehealth appointment, delete its Telehealth Consult component.
  5. If you want to reschedule a specific practitioner's appointment, select them from the menu at the top of the Appointment Book.

      1. Click the appointment and hold the mouse pointer down.
      2. Move the mouse to drag the appointment to the new time slot.
      3. Release the mouse pointer to drop the appointment into the new time slot.
      1. Click the appointment to reschedule.
      2. Either:
        1. Select Edit > Cut, or
        2. Press Ctrl+Ins.
      3. (Optional) If set in Appointment Book Options, the Delete Appointment window appears. In Reason for Deletion, enter the reason why you are deleting the appointment.
        Tip:
        Optionally, press F5 to enter the text Patient Cancelled Appointment, or press F6 to enter the text Patient Changed Appointment.
      4. Locate an available time slot. Either:
        • Select Edit > Paste or
        • Press Shift+Ins. This pastes the appointment into the new time slot.
  6. If the appointment is a Telehealth appointment, set up its Telehealth Appointments component again.

Results

The appointment is rescheduled to the new time slot.