Edit appointment details

View or edit the details of an appointment using the right-click menu of the Scheduling Calendar.

• The appointment date/time/duration and practitioner/co-practitioner information can be changed directly in the Scheduling Calendar.
• Change the date/time by dragging the appointment to the new date/time frame. Increase or decrease the duration by dragging the start or end times. Change the primary practitioner by dragging the appointment to another practitioner's schedule.
• The Scheduling Calendar's default appointment duration is 30 minutes If the user adjusts the "zoom" on the lower right-hand corner of the Scheduling Calendar screen, increments of 5 between 5 and 30 can be selected. This impacts the user's view of the calendar by zooming, but it also serves as the default appointment length. When set to 15 minutes (as reflected by the red number in the same corner), creating a new appointment will default as 15 minutes in length.

1. In the Scheduling Calendar, right-click the appointment and select Details/Edit.
2. Result: The Appointment Details form displays. 
   For recurring appointments, a choice prompt appears asking if you are editing this Occurrence or the entire Series.
   Note: Changes to the series only affect future appointments. Only certain fields are available for editing. For major changes, you should create a new appointment.
3. Make changes to any desired fields in Appointment Details and/or Clinical sections. If the appointment status is 'Verified,' the Appointment Details fields cannot be edited. They will be display-only.
4. Click Submit.

► Registry Settings

• Enable Service Entry Restriction by Client Treatment Plan
• Retain Program Selection

► SQL Tables

• SYSTEM.AppointmentData
• SYSTEM.Appointment_Series_Audit
  (for recurring appointments)
• SYSTEM.AppointmentResAudit
  (for appointments with resources)
• SYSTEM.AppointmentResSeriesAudit
  (for recurring appointments with resources)