4. Reschedule an Existing Appointment

When a patient wants to reschedule, you could make them a new appointment without cancelling the old appointment, but then the patient would be double booked! Instead, use inquire to both reschedule the appointment at a different time and cancel the old appointment at the same time. sam will transfer the basic visit information to the new appointment. Follow this procedure:

  1. In inquire, select the appointment that needs to be moved.

  2. Press [F2 -- Cancel Appt] to cancel the existing appointment. You could also choose [F3 -- Mark as Missed] or [F4 -- Delete], depending on the reason for rescheduling.

  3. On the confirmation screen, press [F4 -- Reschedule Appointment]:

  4. Schedule the new appointment. You will notice that the patient and visit information have been filled in for you. Enter a time frame (if desired) and press [F1 -- Schedule] to choose the new date and time for the appointment.

  5. After you press [F1 -- Confirm] from sam's Confirmation screen, you will be returned to the inquire screen. You should see both the old and new appointment times listed, with the old time marked as "Cancelled."

TipChanging Your Mind
 

If you press F12 while rescheduling, you will be returned to the inquire screen and the appointment you were rescheduling will not be cancelled, deleted, or marked as missed.