Complete the following steps to reschedule an appointment:
The Appointment Scheduling screen is displayed with available appointment times. The original appointment information is displayed under Current Appointment. As needed, update the provider, location, reason for appointment, appointment comments, and start date.
Will the appointment time be selected through the availability search (continue to the next step) or the calendar (skip to Step 4)?
To select an appointment time using the availability search, select an available time and select Schedule Appointment. Continue to Step 5.
Select View Calendar. The Calendar View is displayed.
If not previously selected, enter a provider or providers and select a date.
Select Schedule or select a time on the calendar.
When you select Schedule, Schedule Appointment is displayed. Select a provider, location, start time, reason for appointment, and any appointment comments, and select Schedule.
When you select a time on the calendar, Schedule Appointment is displayed with the resource and start and end times. Select a location, enter a reason for the appointment, and any appointment comments, and select Schedule. Note that if a slot is not valid or if the patient has another appointment at the selected time, a message is displayed prompting you to select a different slot. Also, if you select a slot occupied with another appointment, a message is displayed that selecting the slot will result in an overbooking. You can continue, or select Cancel to locate a different time.
The appointment is rescheduled. The system uses encounter match logic to determine if the encounter will be retained or if a new encounter is created.
In the Appointment Summary, review the appointment details and select Done.
Note:
If the patient has provided an email address, they receive an email notification when an appointment is rescheduled. If they have only a phone number listed and they have granted permission to send SMS text messages, the patient receives an SMS text notification about the appointment.