Reschedule, reassign, start, end, check out, or cancel a booked visit.
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
- 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.
- Select the appointment to open it.
Step 2: Reschedule or reassign
- Select the pencil icon.
- Change the Start and End, choose a different practitioner, add or remove services or patients, or update the location.
- 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.
