PERMISSIONS REQUIRED: Clinic Staff must have Administrator, Billing Manager, Billing Assistant, Front Office, Front Office Assistant, Operations Manager, PTA, Staff Therapist, Therapy Student, or Therapy Technician Permissions assigned in order to manage Schedule.
Working With The Schedule: Moving a Visit
In the system, moving a visit is equivalent to deleting it and adding a new one. To move a visit, select Move Visit from the Patient sub-menu. Your cursor will now act like it does when you copy a visit. Place the visit where you like and then left-click. Since the old visit is, in effect, being deleted, you will be asked to classify the deleted appointment. If you want to cancel the move operation, right-click and select Cancel Move. Here are two examples to further clarify these situations:
Example:
Assume you have a patient that has a visit scheduled for 8:00am. The patient calls in and wants to reschedule the visit for 9:00 am. You move the visit and now must classify the 8:00 am visit that was deleted. In this case, you would probably not want to record the visit as being canceled, as you are simply moving it ahead an hour, so you would select Delete Visit when asked.
Now, assume the same patient calls back and says they cannot make the 9:00 am appointment and can’t get to therapy until next week. You then move the 9:00 am appointment to next week. Now when asked about classifying the 9:00 am appointment that was removed you would probably want to classify that as a Canceled visit.
NOTE: How you classify these visits is entirely up to you and your staff. We are only providing you with a mechanism to mark removed visits as deleted or canceled.