Appointment Status is a way to help categorize and keep track of Appointments. Staff Members can change the status from the Agenda, Calendar or a Client's Appointment History Report. Clients can also change the Appointment Statuses to cancelled when they respond to an Appointment text reminder or through the Client Portal. See Organization Cancellation Policies - Overview for more information. 

Also, You cannot make changes to an Appointment (i.e. update a Service Type) after you have created and linked an Invoice. In order to make changes, you will need to delete the linked Invoice. Then after you have made your changes to the Appointment, you will need to recreate the Invoice with the corrected/updated Appointment information and reapply any Payments.

You can see when the Appointment Status was changed and by who in the Activity Log Report.

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From the Agenda

1. Click Agenda on the Schedule page.
2. Click the Edit Status drop down for the appointment and select new status. You can select Upcoming, Kept, Canceled, No Show, Late Cancel & Rescheduled. The Edit Status window opens.

   NOTE: See Organization Cancellation Policies - Overview for information on cancellations.

    
    

   

3. Confirm the status. You have the ability to change the status if needed. 
4. You have the option to add a fee. Click waive fee type to exclude fee.
5. Select who initiated the status change: Provider or Client. 
6. Optional: Select a Cancellation Reason and add a Comment.
7. Click Save.

   Edit Status: Individual Appointment	Edit Status: Group Appointment

   
    

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From the Calendar​​​​​​​

1. Double click the block of the desired Appointment on the Calendar. The Appointment window opens.
   
   
    
2. Click the Status drop down and select new status.
    

   

   
   
   
   
   
   
   
   
    
3. You have the option to add a fee. Click waive fee type to exclude fee. 
4. Select who initiated the status change: Provider or Client. 
5. Optional: Select a Cancellation Reason and add a Comment. 
6. Click Save.
   
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   Edit Status: Individual Appointment	Edit Status: Group Appointment

   
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From the Client's Profile (Appointment History)

1. Locate Client and open Client Profile.
   
    
2. Click Appointments on side navigation.
3. Click the Edit Status drop down for the appointment and select new status. The Edit Status window opens. 
   
   
    
4. Confirm the status. You have the ability to change the status if needed. 
5. You have the option to add a fee. Click waive fee type to exclude fee. 
6. Select who initiated the status change: Provider or Client. 
7. Optional: Select a Cancellation Reason and add a Comment. 
8. Click Save.

   Edit Status: Individual Appointment	Edit Status: Group Appointment
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