How to Reschedule an Appointment

Rescheduling an Appointment to a Different Date or Time

Method 1

To reschedule an appointment from the Schedule (US) or Diary (UK):

1. Click-and-drag the appointment to the Actions section.
   The Appointment tile is now under To Be Scheduled.
   
2. In the Schedule or Diary, navigate to the new appointment date.
3. Click-and-drag the appointment to the new time slot.

Method 2 

To reschedule an appointment from the Schedule (US) or Diary (UK):

1. Click on the appointment to access the Appointment Details.
2. Click Reschedule. The Appointment is now listed under To Be Scheduled in the Actions section.
3. In the Schedule or Diary, navigate to the new appointment date.
4. Click-and-drag the appointment to the new time slot.

Note: When you are re-booking an appointment and the appointment’s currently allocated provider conflicts with the chair’s assigned provider, you are prompted to confirm which provider to use.

Rescheduling an Appointment to Another Location

Method 1

To reschedule an appointment to another practice location:

1. From the All Locations tab, select Schedule.
2. Select a practice location from the drop-down list. The Schedule/Diary for the selected location is displayed.
   
3. Either click-and-drag the appointment to the To Be Scheduled section, or click on the appointment, and then click Reschedule. The appointment is added to the To Be Scheduled section.
   
   Note: Click the X to cancel and leave the appointment in its original time slot and location.
4. Select the practice location that you want to move the appointment to from the drop-down list. The Schedule/Diary for the selected location is displayed.
5. Navigate to the desired appointment date.
6. Click-and drag the appointment to the preferred time slot. 
   Note:
   -- If the appointment's currently assigned provider conflicts with the chair's assigned provider, a message is displayed asking you to verify the allocated provider. You also have the option to select Do not notify me again for this appointment.
   -- If not scheduled at the patient's preferred location, the appointment includes a building icon. When hovered over, a tooltip with the preferred location is displayed.
   Tip: Hover over the appointment to view additional details.
   

Method 2

To reschedule an appointment to another practice location:

1. From the All Locations tab, select Schedule.
2. Click on the appointment. The appointment details are expanded.
3. Click the Pencil icon.
   
4. Select a different location from the drop-down list.
   
5. Click Reschedule. A message is displayed asking you to verify the appointment location.
   Note: You also have the option to select Do not notify me again for this appointment.
6. Click Use [Practice Location]. The Schedule/Diary for the selected location is displayed.
7. Navigate to the appointment date.
8. Click-and-drag the appointment to the preferred time slot.
   Note: If not scheduled at the patient's preferred location, the appointment includes a building icon. When hovered over, a tooltip with the preferred location is displayed.