View Appointment Scheduler screen, view Appointment Setter screen. View Video, 13 min. 55 sec.

Editing, Moving, or Deleting an Existing Appointment
To modify an existing appointment, click on the colored appointment box on the Appointment Scheduler screen.  The Appointment Setter screen will once again appear with the appointment information, as it looked when you set the appointment.

Editing An Appointment
All appointment data items are modifiable from the Appointment Setter screen except the Appointment Date. To change an appointment date see “Moving An Existing Appointment” described below.  You may change the Appointment Time or Length, but your changes will only be accepted if there is sufficient room on the schedule.

Moving (Re-scheduling) an Existing Appointment
You may move an appointment to another day and time.  The time slot that you move the appointment to must have enough space to accept the appointment.  To move an appointment, follow these steps:

• While viewing the appointment on the Appointment Scheduler, click the colored appointment box to bring the appointment up in the Appointment Setter screen.
• Click the Delete (scissors) button.
• The Delete Appointment From Schedule screen will appear. Click the Delete(can paste) button.
• The Appointment Setter screen will disappear and the appointment will also disappear from the Scheduler.
• Scan through the Schedule and find the open day and time to where you will be moving the appointment.
• Click on the new time increment button.
• The Appointment Setter screen will open with the copied appointment data showing. Click the Record button.  The Appointment Setter screen will close and the appointment will re-appear, in the desired time slot on the Scheduler.

Deleting Appointments and Tracking Cancellations and No-Shows
There are seven ways to delete an appointment. One way is to delete the appointment as discussed above, with or without "pasting" it back into another time slot.  This deletion category is known as "Delete." There are six other categories of deleting making a total of seven deletion categories. All these categories are "tracked", that is, a record of the deletion is recorded into a file, and deletions for a particular patient or the office as a whole, may be viewed on screen, or by report.