Reschedule an Appointment

Rescheduling an appointment can be accomplished in multiple ways. The options to reschedule are listed below.

Option 1 - Reschedule within Same Day

1. Go to Day > Appointment Book, or press Command B.
2. Locate the appointment and drag and drop it into the new slot.
3. Within the Reschedule Appointment window, click Reschedule By Patient or Reschedule By Practice.

Option 2 - Reschedule to a Future Date

1. Go to Day > Appointment Book, or press Command B.
2. Locate the appointment and single click.
3. Drag and drop the appointment into the Appointments to Re/Schedule section of the drawer.
4. In the Reschedule Appointment window, click Reschedule By Patient or Reschedule By Practice.
5. Advance the Appointment Book view to the desired day for the reschedule.
6. Drag and drop the appointment from the drawer to the desired time slot.

Option 3 - Reschedule to Future Date Using Search

1. Go to Day > Appointment Book, or press Command B.
2. Locate the appointment and single click.
3. Drag and drop the appointment into the Appointments to Re/Schedule section of the drawer.
4. Click Search.
5. In the Appointment Search window, the search defaults allow you to view the appointments available for the Procedure displayed. If needed, update the search criteria, and click Search. Note: The icons for -7 and +7 update the When field by seven days forward or backward.
6. Single click on the appointment line item. Note: This action opens a window of the Appointment Book and displays the appointment in gray.
7. If the appointment you have selected looks good within the appointment book, double click the line item.

Option 4 - Attempt Reschedule to Future Date but Patient Stays with Original Appointment

1. Go to Day > Appointment Book, or press Command B.
2. Locate the appointment and single click.
3. Drag and drop the appointment into the Appointments to Re/Schedule section of the drawer.
4. Click Search.
5. In the Appointment Search window, the search defaults allow you to view the appointments available for the Procedure displayed. If needed, update the search criteria, and click Search. Note: The icons for -7 and +7 update the When field by seven days forward or backward.
6. Single click on the appointment line item. Note: This action opens a window of the Appointment Book and displays the appointment in gray.
7. If the appointment you have selected does NOT meet the patient's needs and they decide to stay with their original appointment, click Don't Reschedule located within the drawer.

Option 5 - Reschedule from Patient Info

This is useful when the patient does not remember their appointment date.

1. Go to View > Patient Info > Appointments/Recalls/Lab, or press Command 3.
2. In the Find Patient field, input the patient name using the first three letters of their first name, and the first three letters of their last name. Click Find, or press your Return key.
3. Double click on the name within the grid.
4. Go to Day > Appointment Book, or press Command B.
5. Arrange the Patient Info window and the Appointment Book window side-by-side on your monitor.
6. Locate the new day and time within the Appointment Book.
7. Drag and drop the appointment within Patient Info to the time slot within the Appointment Book.
8. In the Reschedule Appointment window, click Reschedule By Patient or Reschedule By Practice.