Reschedule an Appointment

This topic describes how to use the Reschedule Appointment workflow when a patient, provider, or facility requests to reschedule an appointment. Any appointment not in a Checked Out status can be rescheduled.

To reschedule an appointment:
  1. Locate the appointment to be rescheduled. Appointments can be rescheduled from Patient Tracker, the Visit List, or the Schedule View.

    Note:

    • Patient Tracker: You must select a location for appointments to display. Additional filters include Appointment Type, Resource, Status, and Patient Name/DOB.
    • Schedule View: Filter by the resource with which the appointment is associated.
    • Visit List:Select the patient and navigate to their profile to view the Visit List (medium or expanded views) and locate the appointment.
  2. From the applicable appointment, select Actions (…), then select Reschedule.

    Note:

    If you are rescheduling an appointment that was canceled, then the cancellation reason is populated as the Reschedule Reason value.
  3. Select Patient or Other, based on who initiated the cancellation request.
  4. From the list, select a reason, then select Continue.
  5. Update the Date, Location, and Provider filters as needed.

    Note:

    • Provider and Location values are defaulted from the originally scheduled appointment. The start date is updated to today's date if originally in the past. If the appointment was for a future date, the start date defaults to the original appointment date.
    • If the appointment type is changed without selecting an alternate time for the appointment type of the original appointment, the original appointment is retained..
  6. Select an available appointment, update the reason for appointment or appointment notes as needed, then select Reschedule. A confirmation message is displayed with any preparations and instructions, if applicable. Additionally, a notification is sent to the patient's preferred method of contact.

    Note:

    After you have scheduled an appointment, the system automatically performs the following actions:
    • An HL7 outbound message is submitted.
    • An appointment history notation is logged, including the time of the transaction and the name of the user who performed the task.
    • An audit entry is created to ensure HIPAA compliance.