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Update appointment status

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Update an appointment's status using the right-click menu of the Scheduling Calendar.

  1. In the Scheduling Calendar, right-click the appointment and select Status Update.
  2. For group appointments, the Group Member Selection screen displays. Check off the group members to include and click OK.
  3. The Status Update form displays.
  4. Select the Appointment Status from the drop down list.
  5. In the Confirmed check box, click Yes if the client confirmed the appointment.
  6. In the Confirmation Notes field, enter any additional information associated with the appointment confirmation.
  7. In the Missed Visit check box, click Yes if the client missed the appointment.
    • If this box is checked, the Scheduling Calendar will display a red X on the appointment to indicate a No Show.
  8. In the Missed Visit Service Code field, select the appropriate code from the drop down list. The missed visit code is documented in the Client Ledger after the schedule is posted.
  9. In the Missed Visit Notes field, enter any additional information associated with the missed appointment. The missed visit notes are displayed in the Missed Visit Report after the schedule is posted.
  10. Click Submit.
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