Reschedule Appointment

Reschedule an appointment using the Scheduling Calendar.

Appointments can be rescheduled with a different practitioner, as long as there are no conflicts. To schedule with another practitioner:

1. Select that practitioner from the Filter list in the Scheduling Calendar view and drag the appointment to their calendar. 
   • Co-staff appointments cannot be rescheduled. The primary staff appointment must be rescheduled, and the co-staff date is adjusted accordingly.

If the new day/time is visible in the Scheduling Calendar view:

1. Click and drag the appointment to the new day/time. The calendar is color coded to indicate staff availability.

Alternatively, or if the new day/time is not visible in the Scheduling Calendar view:

1. Right-click the appointment to be rescheduled and click Reschedule. 
   • To move to a different day, select Week in the View field to change the Scheduling Calendar view.
   • For recurring appointments, a message appears prompting the user to choose between editing this Occurrence of the appointment or the entire Series. 
2. Right-click the new day/time and select Paste Appointment.

► Registry Settings

• Enable Service Entry Restriction by Client Treatment Plan