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Confirming and Rescheduling Appointments Recorded Class
To delete or reschedule an appointment from the Pending List:
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- From the Location tab, select Appt Worklists > Pending List. The Pending List is displayed.
- Apply Filters if necessary to re-display the Appointment Pending List with the desired criteria.
- Click on a Pending Appointment to launch a screen with additional information.
- Click Reschedule or Delete.
- Add a note, if needed.
- From the Location tab, select Appt Worklists > Pending List. The Pending List is displayed.
You can also select multiple pending appointments and reschedule them at the same time:
- Select the appointments that you want to reschedule.
Note: You can filter the list by selecting a specific provider, date range, etc. You can also type a patient name in the search to quickly locate a particular patient. - Click Schedule Appointments. The Schedule Day View is displayed.
- In the Schedule Day View, the appointments are listed under To Be Scheduled. Navigate to the new appointment date.
Note: If your practice has multiple locations, you can also access the Pending List from the All Locations tab (All Locations tab > Appt Worklists > Pending List). If you select multiple pending appointments from different locations to reschedule, the system adds the pending appointments to the To Be Scheduled side panel of the Schedule Day View for each associated location. - Click-and-drag each appointment to the new time slot.
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