Appointment Action Buttons
Review the impact of each appointment action button.
- Edit: Opens the appointment so you can change information and is generally used when an appointment scheduling error occurs. For accurate reporting use No-Show and Cancel when rescheduling an appointment.
- Check In: Records patient arrival with a timestamp on the Agenda and a √ (checkmark) in the appointment if icons are enabled in the clinic scheduler settings. To add icons to your clinic review the article here.
- Check Out: Records patient departure with a timestamp on the Agenda and a « in the appointment if icons are enabled.
- Payment: Allows front office staff to collect a payment, including copays and coinsurances.
- No Show: Indicates the patient did not show up and will remove the patient’s appointment from the Scheduler view and from the therapist's responsibility to complete a note for this visit. This will ensure that the patient does not appear in the missed notes report and that the productivity report accurately represents the no-show. It is a best practice to always indicate No Shows using this action button in the Scheduler for accurate reporting.
- Cancel: Indicates the patient canceled and will remove the patient’s appointment from the Scheduler view and from the therapist's responsibility to complete a note for this visit. This will ensure that the patient does not appear in the missed notes report and that the productivity report accurately represents the cancellation. It is a best practice to always indicate Cancel using this action button in the Scheduler for accurate reporting.
- Print Receipt: This option only appears once a patient payment has been collected (marked as paid and saved). Click this button to print the patient's receipt for this visit.
- Delete: This removes the appointment from the Scheduler, but should not be used to indicate no-shows or cancels.
- Copy: Quickly copy and paste existing appointments to save time and decrease the manual effort needed to create appointments individually with relevant patient information.