Edit or Delete Group Appointment

Access Appointment

1. Click on the appointment to view the Appointment Card.
2. Click More Options and select Edit Appointment. The Edit Appointment page.

Edit Group Appointment

Make the applicable changes to the appointment.

1. Status: To change the status of the appointment, click the drop-down arrow and select a different status.
2. Appointment details:
   • Group Name: Enter a different name for the appointment that is displayed on the Calendar and Dashboard.
   • Appointment Mode: Click to change the mode for the appointment. Telehealth appointments are only available for Telehealth subscribers.
   • Location: To select a different Service Location, click the drop-down arrow and select a new location.
   • Date and Time: Update the date and/or time as applicable.
     Note: The time zone displayed is based on the configuration in Calendar Settings.  
   • Duration: Update the duration as applicable.
   • Recurrence: Select a pre-set or custom recurring appointment option if necessary.
   • Add an optional note about the appointment. Notes will populate the Appointment Notes section of the group note (Clinical subscribers only).
3. Appointment resources:
   • Provider: To remove the provider, click X. Then, search for and select a provider from the drop-down.
     • The provider's availability displays by their name: Available, Conflicts with another appointment, or Outside office hours.
   • Staff: To remove a staff, click X. Then, search for and select a staff member, if necessary. Multiple staff members may be selected.
     • The staff's availability displays by their name: Available, Conflicts with another appointment, or Outside office hours.
   • Room & Equipment: To remove a room or equipment, click X. Then, search for and select a room/equipment, if necessary. Multiple rooms and equipment may be selected.
     • The room and equipment availability displays under their name: Available or Conflicts with another appointment.
4. Attendees:
   • Max # of Attendees: Enter a different maximum as applicable.
   • Patients:
     • To remove an attendee, click X next to the patient's name.
     • To add an attendee, search for a patient.
       • Existing Patient: Begin entering the patient's name and click on the patient's name when it appears.
       • New Patient: If the patient record is not found, select Click to create new patient record to add a patient record.
     • To collect a payment or create a charge, hover over the patient's name.
       • Collect Payment: Click to collect a payment or copay from the patient.
       • Add Charge: Click to create an electronic charge capture for the patient.
5. Click Save Appointment when finished.

Delete Group 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.
3. Click Delete to confirm. The appointment is removed from the Dashboard and Calendar.