Bulk Edit Appointments

Administrators are able to edit future Appointment Locations in bulk. If an Invoice or a Signed Progress Note is already attached to an Appointment, you will not be able to select it for bulk edits.

Bulk Edit Appointment Location

1. Click Schedule in the navigation bar.
2. Click Bulk Edit Appointments.
3. Select the original Location and Room for Appointments that you want to change. 
4. Select the Client(s).
5. Click Search. All future individual Appointments that meet your search criteria display.
6. Select checkbox for appropriate Appointments. Or Select All at top.
7. Click Edit.
    

   

    

8. Original Location displays on left. Select New Location and Room on the right.

   NOTE: If Advanced Availability is enabled, you will get a warning message to let you know when a location change for specified dates conflicts with the staff member's availability. See FAQ: Advanced Availability for more information.

9. Click Update Appointments.

   

   
    

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Bulk Edit Appointment Status to Canceled

1. Click Schedule in the navigation bar.
2. Select Bulk Edit Appointments.
3. Select the Date Range, Location/Rooms, Staff, and/or Client Appointments you want to mark as canceled. 
4. Your filtered results will show in the grid below. Select the appointments you want to update to the status of Canceled.

   NOTE: If you would like to apply cancellation fees, individually cancel the appointments from the calendar.

5. Click Edit.
    

   

   
    
6. Update the Status drop down from Upcoming to Canceled. 
7. Select if the cancellation(s) were initiated by the Provider or the Client.
8. Select a Reason from the pre-defined options or select Other and input Cancellation Reason.

   NOTE: The cancellation reason will appear the same on all appointments that are bulk canceled.

9. Click Confirm.
    

   

    

   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
    

10. A message displays to confirm changes were successful or show any conflicts you need to address before the changes are made.
     

    

    
    
    
    
    
     

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Bulk Delete Appointments

1. Click Schedule in the navigation bar.
2. Select Bulk Edit Appointments.
3. Select the Date Range, Location/Rooms, Staff, and/or Client appointments that you want to delete.
4. Your filtered results will show in the grid below. Select the appointments that you want to delete.
5. Click Delete.

   

   
    
6. Click Confirm on the confirmation window.
    

   

   
   
   
   
   
   
   
   
   
   
   
   
    
7. You will receive a message if your bulk changes were successful or if any conflicts arise that should be addressed first before the changes will be made.

   

   
   
   
    

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