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Edit an appointment

Updated

Use Edit to correct any detail of a booked appointment.

Who can use it: staff, professionals, administrators and owners, on every plan.

Step by step

  1. In Appointments, find the appointment and select Edit (the pencil).
  2. Change what you need:
    • Appointment Type: In Person or Telemedicine.
    • Date & Time: the day, Start Time and End Time.
    • Status: for example Confirmed, Completed, Cancelled or No Show.
    • Payment Status: Not Paid, Receipt Under Review, Paid, Prepaid, Payment Rejected or Refunded.
    • Details: Reason / Chief Complaint and Internal Notes (only the team sees them).
  3. Select Save Changes.
Edit Appointment panel with type, date and time

Important

  • Changing the date or time doesn't check that the slot is free, and the patient isn't notified automatically. Check the schedule and let the patient know.
  • If you change the status to Cancelled, the patient does get the cancellation notice with a link to choose another time (see Complete, cancel or mark a no-show).
  • If the appointment is already in a final state (completed, cancelled or rejected), the app warns that changing it may have side effects. Only do it to fix a mistake.
  • If you use Google Calendar, the event updates on its own.
  • Telemedicine shows a lock if your plan doesn't include it.

Troubleshooting

Problem What to do
"Invalid time range" The end time must be after the start time.
You can't choose Telemedicine Your plan doesn't include it, or you're in the trial.
Your changes don't show Make sure you selected Save Changes.