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Tebra Help Center

Move Patient Appointment

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Updated: 09/27/2023 | Views: 2708

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

Move an appointment by clicking and dragging the appointment to a new time slot or by opening the appointment and changing the date and/or time.

Access Calendar

  • Hover over the Platform icon and click on Calendar. The Calendar opens.
 Platform_Calendar_Access.png

Move Appointment

  1. Click and drag the appointment to the desired time slot. The Appointment Update pop-up window opens.
  2. Click Save to confirm the new appointment time.
    • If the appointment is a reoccurrence, select to update "Only this occurrence" or "Update the entire series". Then, click Save to confirm the new appointment time.

 

 Platform_Calendar_MoveAppt.png