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. 
    The appointment will paste to the new appointment slot exactly as is. Please review and update each appointment you paste to a new appointment time to ensure the fields being carried forward are reflected accurately when using the Copy/Paste functionality. Members should evaluate the potential effects on appointment type, visit count, and rotating patient account number (Members integrated with our V# offering).
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