[Accordion] Overview
Editing and rescheduling appointments helps maintain an organized, efficient schedule while preserving the integrity of the clinical record. By updating appointment details as changes occur, clinics can avoid confusion, reduce errors, and ensure accurate reporting and follow-up.
[Accordion] Steps to Follow
Editing and rescheduling appointments keeps schedules accurate, reduces errors, and ensures reliable clinical records and follow-up.
Open the Event Details for the appointment you wish to cancel to begin the process.
Make the required updates.
Click/Tap [[lbl:More >> img:More_Vert]] and select the option View Linked Appointment.
Once you are directed to the associated Patient Contact Record, update the required fields and Save.
[Accordion] FAQs
[Q] When should I edit an appointment instead of canceling it?
[A] Use Edit when the appointment is still happening but details are changing (such as time, provider, or location). Use Cancel only when the visit will not occur.
[Q] What information can be updated when rescheduling an appointment?
[A] You can update the date, time, assigned clinician, appointment type, location, and any related notes, depending on your system permissions.
[Q] Will rescheduling affect the patient’s clinical record?
[A] Yes. Changes are tracked to ensure the appointment history remains accurate for clinical, operational, and reporting purposes.