› Appointment Management Guide(Edit Appointment)

Appointment Management Guide(Edit Appointment)

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Step 1: Edit appointments. How to change the therapist for your appointment? Click on the appointment tab.

Step 2: Click on edit.

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Step 4: Select the Clinician.

Step 5: Click on update appointment, and a therapist will be updated.

Step 6: Another method, right click and drag and drop your appointment.

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Step 8: How to change the schedule of the appointment?

Step 9: Click on edit.

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Step 11: Change the timing as per your convenience. The end time will be automatically updated. Click on update appointment.

Step 12: Click on yes.

Step 13: Your appointment will be updated. Second method, right click, drag, and drop, and it will change the timing of the appointment for you.

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Step 15: To change the time duration of the appointment, click on the appointment card.

Step 16: Click on edit.

Step 17: Update the timing of the appointment.

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Step 19: Click on update, and the timing of the appointment will be updated successfully. To edit the status of your appointment, click on the appointment card.

Step 20: Click on check-in.

Step 21: Then you can select in progress and check out whenever applicable.

Step 22: To change the personal details of your patient, click on the appointment card.

Step 23: Click on the patient's name.

Step 24: It takes you to the patient timeline.

Step 25: Put the personal details, make the changes as required.

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Step 27: Click on save, and the details will be updated successfully.

Step 28: To change the medical details of the patient, click on medical details, Enter the information.

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Step 33: Click on save, and the information will be updated successfully.

Step 34: To change the insurance details of the patient, go to the insurance details tab.

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Step 37: Select the insurance provider.

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Step 41: Enter the details, Select the plan start date.

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Step 52: And the end date.

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Step 54: Select the policy holder.

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Step 66: Click on Save Card Details, and your card will be added successfully. To view or edit this, click on view and edit, and you can go in and make changes to the card.

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Step 69: To cancel an appointment, click on the appointment card.

Step 70: Select cancel appointment.

Step 71: Select the reason.

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Step 73: You can enter the fee if applicable.

Step 74: Click on save, and your appointment will be canceled successfully.

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