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Removing, rescheduling, or canceling patient appointments from the front desk screen:
Removing
To remove a patient from Today’s Appointments, select the patient’s name from the list and click the Remove button. A confirmation dialog box appears.
There are three options for removing a patient:
Editing, rescheduling, or canceling patient appointments from the CTScheduler:
In CT Scheduler, you can edit any current or future appointment that has not yet been checked in. You may not edit an appointment if the appointment is already checked in, checked out, or has occurred on a past date.
Edit
Use the first tab to edit the appointment. Use the Edit function if you want to make changes to the appointment color, date, purpose, room type, etc., without necessarily rescheduling or canceling the appointment.
The only value you may not change is the Patient. If you want to change the appointment to a different patient account, then you must either cancel or delete the appointment and create a new one.
Make any changes as needed and click the Update Appt button to apply changes and update the work area. Click the Close button to cancel your changes.
Reschedule
Click the Reschedule tab to make changes to every appointment detail except for the patient’s account. You will most often change the date and time for rescheduled appointments.
When you reschedule an appointment, you must specify a reason. Use the drop-down menu to choose a reason for your rescheduling. If you cannot find an appropriate reason for the choices provided, simply type your own explanation in the box.
After you are finished rescheduling the appointment, click the Reschedule Appt button to apply your changes and update the work area. The appointment appears in a new segment according to your rescheduled date and/or time.
Cancel
Use the third tab to cancel the appointment. Within this tab, the system does not allow you to make changes to the appointment’s details. You are only allowed to select or type a reason for the canceled appointment.
Select a cancellation reason from the drop-down menu. If you have pre-selected a reason in the Configuration Options dialog box, this reason will be selected here automatically (Configuring Display Options).
After adding the cancellation reason, click the Cancel Appt button to exit the dialog box. The system will immediately remove the individual appointment from the work area.
Delete
Use the last tab to delete the appointment. You will use the Delete tab if you made a scheduling mistake or otherwise need to remove the appointment but do not want to mark it as canceled or rescheduled. The Delete tab does not allow for any value changes, and this function does not require a reason.
NOTE:
If you need to delete an appointment, do not wait to update the Scheduler. If you do not delete an appointment, it appears the following day as a missed appointment.
First, verify that the appointment needs to be deleted, then click the Delete Appt button.
An additional pop-up box appears when deleting an appointment. You will be prompted to verify your intention to permanently delete the appointment so that it is not retained in the system as a scheduled, rescheduled, canceled, or otherwise missed appointment. Click the OK button to remove the appointment entirely from the system.
Drag and Drop
To quickly update an appointment to a new time or date, you can drag and drop the appointment box to a new position in the work area. This action brings up a confirmation box to keep you from dragging an appointment by mistake.
You cannot drag and drop an appointment if the appointment is checked in, checked out, or has occurred on a past date.
To Drag and Drop an Appointment or Event:
NOTE:
The only way to drag an appointment is to click the left bar in the box. You cannot click anywhere in the box and drag it. This restriction is to help reduce user errors.
Removing, editing, rescheduling, or canceling patient appointments from the front desk Patient Management screen > Appointments tab:
Appointments
To view a patient’s past and future appointments, select a patient and click the “Appointments” button on the Patient Management screen.
To remove a future appointment:
Click the Delete Appointment button to delete the appointment entirely and remove it from the patient’s record.
To edit past or future appointments:
To view a list of canceled appointments:
Click the “Cancelled Appts” button.
To edit a canceled appointment:
Missed, Cancelled, Rescheduled appointment reasons can be added to the master list through the Maintenance Application > List Maintenance > and choosing the drop-down for “Appointment Cancelation reasons”
List Maintenance
Lists are preloaded based on the information you provide during training. Additional items can be added, or items that are not appropriate to your practice can be removed. These lists include:
Add a new list value
Delete a list value
ChiroTouch provides this information with the understanding that authors or speakers are not experts in finance, regulatory policy or law. ChiroTouch shares this information to the best of our knowledge and experience. The information is subject to change as the COVID-19 crisis evolves.
A software specialist will explain how an all-in-one solution can revolutionize your practice. See first-hand why ChiroTouch is the most referred chiropractic EHR practice management software.