Edit or Delete Patient Appointment

Updated: 09/23/2023 | Views: 5391

Patient appointments can be easily edited to help manage and organize the practice’s daily agenda.

Edit Patient Appointment

  1. Click on the appointment to view the Appointment Card.
  2. Click More Options and select Edit Appointment. The Edit Appointment page.
 Platform_Appt_Edit.png
  1. Click the drop-down arrow to change the status of the appointment.
  2. Make desired changes to the Details.
    • Click the Patient Intake more options icon to Resend, Start Intake on Kiosk, or Print Forms (Engage subscribers only).
      Note: Patient intake forms are only resent to the patient's current email on file and not via text message.
  3. Make desired changes to the Resources.
    • To remove a resource, click X next to the resource.
    • To add new resources, search for and select the resource.
  4. Make desired changes to the Billing Details.
    • If the patient has multiple insurance cases, click the drop-down arrow to select a different insurance case.
    • Click the Eligibility more options icon to select the option to View Report or Check Eligibility.
  5. Click Save Appointment when finished.
    • For Self-Pay Only enabled practices that collect payments at the time of scheduling, click Save and Collect Payment to save the appointment and open the Collect Payment page.
 Platform_Appt_EditSave.png

Delete Patient Appointment

  1. Click on the appointment to view the Appointment Card.
  2. Click More Options and select Delete Appointment. The Delete Appointment pop-up window opens.
 Platform_Appt_Delete.png
  1. Click Delete to confirm. The appointment is removed from the Dashboard and calendar.
 Platform_Appt_DeleteSave.png