Edit Single or Recurring Appointments

You can edit single occurrences of an Appointment or a series of Appointments (recurring) .
 

Jump to Section: 

Edit Single Appointment

Changes made to a single Appointment (whether it is part of a series or not) only makes changes to that specific Appointment.

1. Locate desired Appointment on the Calendar and double click it.
2. Click Edit Occurrence if the Appointment is part of a recurring Appointment Series.
    

   

   
   
   
   
   
   
   
   
   
   
   
   
    
3. Or the Appointment window will open.
4. Make desired changes and click Save.

   NOTE: For clinics using Schedule Optimization: When you open an existing appointment from the calendar, you can click the Add Progress Note link at the bottom to create a new progress note for the appointment. If there is already a progress note linked to the appointment, you will see an Edit Progress Note link.

    

    

[Back to Top]

Edit Recurring Appointments

Changes made to an Appointment in a series, will be effective for all future occurrences of that series. 

1. Locate desired Appointment on the Calendar and double click it.
2. Click Edit Series if the Appointment is part of a recurring Appointment Series.
    

   

   
   
   
   
   
   
   
   
   
   
   
   
    
3. The Appointment window will open.
4. Make desired changes and click Save.

   
   
   
   
   [Back to Top]