Rescheduling an Appointment to a Different Date or Time
Method 1
To reschedule an appointment from the Schedule (US) or Diary (UK):
- Click-and-drag the appointment to the Actions section.
The Appointment tile is now under To Be Scheduled. - In the Schedule or Diary, navigate to the new appointment date.
- Click-and-drag the appointment to the new time slot.
Method 2
To reschedule an appointment from the Schedule (US) or Diary (UK):
- Click on the appointment to access the Appointment Details.
- Click Reschedule. The Appointment is now listed under To Be Scheduled in the Actions section.
- In the Schedule or Diary, navigate to the new appointment date.
- Click-and-drag the appointment to the new time slot.
Rescheduling an Appointment to Another Location
To reschedule an appointment to another practice location:
- From the All Locations tab, select Schedule.
- Click on the appointment. The appointment details are expanded.
- Click the Pencil icon.
- Select a different location from the drop-down list.
- 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. - Click Use [Practice Location]. The Schedule/Diary for the selected location is displayed.
- Navigate to the appointment date.
- 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.
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