Managing Booked Appointments

Before you start

Once a request is booked, it becomes an appointment. Everything you can do with a visit happens from the appointment itself. Business owners and dispatchers can manage any appointment. Nurses can manage their own.

Step 1: Find the appointment

1. In the side menu, select Appointments. Use the column filters to find a visit by status, date, provider, or client. You can also select a visit on the Calendar.
2. Select the appointment to open it.

Step 2: Reschedule or reassign

1. Select the pencil icon.
2. Change the Start and End, choose a different practitioner, add or remove services or patients, or update the location.
3. Select Save.

Step 3: Run the visit

• When the provider arrives, select Start appointment. When they're done, select End appointment.
• Select Chart Notes to open the visit's charting.
• The Checkout tab shows what the client owes and lets you take payment.
• Select Add internal note to leave a note for your team.

Step 4: Cancel and other actions

• Select Cancel appointment and choose a reason. The provider's time opens back up.
• The three-dot menu also has Share, Copy appointment (to book the same visit again), Archive appointment, and Reset appointment.

Tips

• Moving a visit? Edit the time instead of cancelling, so the history and payment stay together.
• Statuses you'll see: Booked, In progress, Completed, and Cancelled.