Change Appointment Schedule

From the Appointment Calendar right click on the appointment you want to change. Select Change Schedule.

The Enter Appointment opens. Locate what needs changed and make that change.

General Tab

Section Description
Type

Can be changed using the dropdown:

  • Unspecified

  • Employer Services

  • Workers' Comp

  • Private Practice

Date Can be changed using the Calendar icon.
Time Can be changed by manually entering the new time.
Status

Can be changed by using the dropdown

  • Scheduled

  • Reminded

  • No Show

  • Canceled if selected reason can be added in the Cancel Reason field

  • Walk-Out

  • Pending

  • Completed

Category Can be changed by manually entering the category or use the magnifying glass to open Select Visit Category Code window to select the new Category.
Purpose Auto populates from the Category selected.
Provider Can be changed use the magnifying glass to open the Select Provider window and select a different provider.
Clinician Can be added or changed by using the magnifying glass to open the Select Clinician window to select a clinician
Billing Provider Can be added or changed using the magnifying glass to open the Select Billing / Supervising Physician or Provider and select a provider.
Referred By

Can be added or changed using the magnifying glass to open the Select Provider window to select a provider.

Scheduling Minutes Required The time displayed is defined from the Visit Category selected but can be changed by using the arrows to increase or decrease the time. The maximum time allowed is 240 minutes.
Cancel Reason Allows the user to manually enter a cancel reason into this field.
Appointment Note Allows the user to manually enter any information needed for this patient / employee. If you entered a note, an asterisk will be displayed to the right of the visit category in the Appointment Details box on the right of the calendar.
Company

Select to open the Select patient / employee Organization for the patient / employee the user wants to change.

  • From this window you can select a different Company that the patient / employee is already assigned to.

  • Select Add to add a new Company to the patient / employee.

  • Select Edit to modify the patient / employee 's employment information.

  • Delete to remove a Company from the patient / employee. If you try to delete a Company from a patient / employee that has medical records attached a error message displays that states this Company cannot be removed.

  • Select Correct Company if no incidents or visit records have been entered.

  • Select Private Practice if this appointment is not Company specific.

  • Click Select to complete the change.

Encounter

Select to Add or Change activities for this appointment.