Scroll

Schedule 6 - Updating Appointments

 

The right click menu will be used to make changes to existing appointments. Right Click on the appointment to quickly update the status such as Cancel, Missed, or Checked in. The appointment detail window can also be access with the right click menu. Simply right click on the appointment, and select open.

If the appointment needs to be changed to a new date or time, simply right click the appointment and select “cut”. Navigate to the new appointment date right click when the appointment should begin and click paste.

If the appointment needs to be changed to a time in the future that has not been decided, simply right click the appointment and select “To Reschedule”  this will place the appointment into the “to reschedule” node. When the appointment needs to be rescheduled, right click on the appointment in the node and select cut. Navigate to the new time and date and select paste from the right click menu. Note that your office may have a different policy on rescheduled appointments and it is best to discuss this workflow with your manager.

 

Was this article helpful?
0 out of 0 found this helpful

Comments