Managing Existing Appointments

From the Appointments tab, you can view a list of existing appointments, view appointment details, and add appointment notes. You can also confirm, reschedule, or cancel existing appointments.

Telehealth appointments are denoted by a Telehealth Visit (camera) icon in the Doctor column. If the resource has been configured as a full-time telehealth user and a platform partner was not selected from the In-Office Telehealth drop-down list, a warning icon appears next to the Telehealth Visit icon.

To manage existing appointments

  1. Open a patient profile. See Opening Patient Profiles.
  2. Click the Appointments tab.

    A list of the patient’s appointments is displayed.

  3. Click the following icons, buttons, and links to perform various tasks:

    1. View the appointment details.
    2. Cancel the appointment.
    3. View or add notes for the appointment.

      Enter notes in the Note Detail field and select one of the following check boxes if necessary:

      • Urgent: A message appears at the top of the Profile window indicating that the patient has an urgent note.
      • Followup: The note is added to the Patient Followup Notes report that you generate from the reports section.
    4. Schedule a new appointment for the patient in the Scheduler. See Scheduling Appointments in AcuityLogic POS.
    5. Reschedule the appointment.
    6. Confirm the appointment.

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