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Reschedule an Appointment
Complete the following steps to reschedule an appointment:
The Appointment Scheduling page is displayed with available appointment times. The original appointment information is displayed under Scheduled 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.
If not previously selected, enter a provider or providers and select a date.
Select Schedule or select a provider time on the calendar.
When you select Schedule, the Schedule Appointment section opens. Select a provider, location, start time, reason for appointment, and any appointment comments, and select Schedule.
When you select a time on the calendar, the Schedule Appointment section opens 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 notifications are enabled, the patient or proxy receives an email or text notification regarding their rescheduled appointment.