How to Update an Appointment Status

To update an appointment status:

1. From the Schedule (US) or Diary (UK), click on an Appointment. The Appointment Details window is displayed.
2. Select Cancel/Reschedule/Confirm/Unconfirm/Check In/Ready/Seat/Complete.
   Note: 
   -- The options vary based on which part of the process the appointment is in. You might be prompted to enter more information, depending on the selected option, such as when canceling the appointment. 
   -- The Ready option is only available if your practice has enabled tracking of pre-seated appointment activities. See How to Track Pre-Seated Appointment Activities for more information.
3. Select X to close the Appointment Details.

Note: You can also edit an appointment status by clicking on the appointment tile and then clicking the Edit (pencil) icon. The Appointment window is displayed. Under Appointment Info, select Scheduled/Checked In/Ready/ Seated/Completed/Cancelled, and then click Update Appointment. 

Changes in the Appointment Status are shown as:

Confirmed:  Dark blue triangle in the upper-right of the appointment.

Checked In:  Dark blue bar on the right side.

Seated:  Entire appointment is dark blue.

Completed:  Entire appointment is grey.