Rescheduling Appointments

Managing appointment changes is simple and flexible with the Appointment Calendar, whether you are working in Day, Week, or Book View. You can also choose to reschedule or reassign multiple appointments at the same time.

What do you want to do?

  1. Open the Appointment Calendar.

    For more information, go to Opening the Appointment Calendar.

  2. Locate the appointment in the Appointment Calendar. To find an appointment for an inactive provider, see Viewing Appointments for Inactive Providers.
  3. Use one of the following methods to reschedule the appointment:
    • Select the appointment and drag-and-drop it into the new time slot.
    • Right-click the appointment and select Reschedule Appointment. Change the appointment information, as necessary, and click Save.
If you have EHR in Encompass, and the EyefinityEHR? check box is selected for the provider in Administration, the updated appointment information will appear in the EHR Quick List.
  1. Open the Appointment Calendar.

    For more information, go to Opening the Appointment Calendar.

  2. If Book View is not already displayed, select it from the drop-down list next to the date in the Appointment Calendar toolbar.

  3. Locate the appointment.
  4. Click the Action drop-down list and select Reschedule Appointment.
  5. Locate the time slot where you want to move the appointment.

    If needed, you can use the Find Open Appointments feature at the top of the Book View to locate an open appointment:

    1. Select a Resource.

    2. Select or enter a date to begin the search on in the Starting on field.

    3. Click Search.

      The Book View updates to display available appointments starting on the date you entered.

  6. Click Select.

  7. The Confirm Reschedule window opens.

  8. Click Confirm.

If you have EHR in Encompass, and the EyefinityEHR? check box is selected for the provider in Administration, the updated appointment information will appear in the EHR Quick List.

Use the Move feature to select multiple appointments and reschedule or assign them to a different provider all at once. Use this feature for rescheduling on days when a provider calls in sick or is otherwise unavailable.

  1. Open the Appointment Calendar.
  2. Click Move.

  3. In the Move Appointments window, select the date and resource you want to move appointments from.

    The list updates to show all the appointments currently scheduled for the selected resource on the selected day.

  4. Select the date and resource you want to move appointments to.

    5. The system checks to see if there are any scheduling conflicts and if there are, the Items to Review column displays messages describing them. If any appointments have a message with the icon, you won't be able to move those appointments. Messages with the icon will not prevent you from moving the appointments, but you should review them and take any needed action to prevent schedule problems.

  5. Select the check boxes next to the appointments you want to move.
  6. Click Move Appointments to Selected Date.

    The appointments are moved to the resource and date you selected.

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