Skip to main content

🔄 Change the status

Click the appointment in the Calendar or on the Dashboard, then click the new status at the bottom, for example Checked In when the patient arrives. The change is saved immediately. When you choose Canceled, enter the Cancellation Reason and click Confirm: Cancellation Reason window
If your clinic turned on Force New Appointment With Cancel, canceling opens a new appointment form: book the new date, and the old appointment is canceled when you save. Re-add any assistants, as they aren’t copied.

✏️ Edit the details

Click Edit in the appointment menu: 1 Edit button in the appointment menu Change the doctor, room, day, time, type or description, then click Update (2): 1 Delete, 2 Update You can also move an appointment by dragging it on the Calendar.
The patient can’t be changed on an existing appointment, and neither can the diagnostic fee option. To change the patient, delete the appointment and book a new one.
When the time changes, an automatic message may be sent to the patient if your clinic has one set up.

🗑️ Delete an appointment

In the edit form, click Delete (1), then Yes. For a repeated appointment, you’re asked whether to delete the other repeated appointments too. Only future ones are deleted; past ones stay.
Editing one appointment of a repeated series changes only that one. To see the others, click View Repeated Appointments.

🕓 Appointment history

Click View in the appointment menu to open the appointment page. It shows the check-in, start and end times, waiting time, invoices, payments and more. The User Actions tab lists every change and who made it.