Correcting Mistakes In An Appointment Schedule

Correcting Mistakes In An Appointment Schedule

Amend An Appointment Schedule

In Appointment Book select Schedules from the Right Hand Taskbar
Location/Provider Templates
  1. Select The Location/Provider in the list that has the Appointment Schedule that needs to be Amended
Templates In Schedule
  1. Located below Location/Provider Templates
  2. Select the Template Name for the Location/Provider from the list that needs to be amended or changed
Check
  1. The Start and End date for that Template Name
  2. The day or days that Template Name is created for.
  3. The Appointment Daily Template Schedule that is currently Active [top Right hand corner Box] and scroll down the list.

Change Appointment Daily Template Schedule for Selected Template Name

  1. If the Appointment Daily template Schedule needs to be changed then click the TEMPLATES Button beneath this screen
  2. The Default treatments can be changed and applied by clicking APPLY  Schedule Changes
  3. Close screen
Template Name for the Location/Provider should still be selected
Select
TAB 1: Erase Future Slots
  1. Only Selected Template
  2. Appointments in the current appointment schedule will printout and remain in the appointment book
TAB 2: Repeat Until
  1. Only Selected Template
  2. Schedule Changes are now active in appointment book and the patients from the printout are still in the appointment book

Clear Down an Appointment Schedule to Correct Start , End Dates, Days applied

Location/Provider Templates
  1. Select The Location/Provider in the list that has the Appointment Schedule that needs to be Amended
Templates In Schedule
  1. Located below Location/Provider Templates
  2. Select the Template Name for the Location/Provider from the list that needs to be amended or changed
Check 
  1. That the Start and End date for that Template Name is in the future of any current Template name for the same day or days that Template Name is created for.
  2. If the Appointment Daily Template schedule that is currently Active [top Right hand corner Box] and scroll down the list is correct then proceed as below.
Select
TAB 1: Erase Future Slots
  1. Only Selected Template
  2. Appointments in the current appointment schedule will printout and remain in the appointment book
Click Edit Button
  1. Changes can be made to Start date, End date, days working
  2. Tick to Save
TAB 2: Repeat Until
  1. Only Selected Template
  2. Schedule Changes are now active in appointment book and the patients from the printout are still in the appointment book

Clear Down an Appointment Schedule to Select the correct Appointment Daily Template Schedule

Location/Provider Templates
  1. Select The Location/Provider in the list that has the Appointment Schedule that needs to be Amended
Templates In Schedule
  1. Located below Location/Provider Templates
  2. Select the Template Name for the Location/Provider from the list that needs to be amended or changed
Check 
  1. That the Start and End date for that Template Name is in the future of any current Template name for the same day or days that Template Name is created for.
Select
TAB 1: Erase Future Slots
  1. Only Selected Template
  2. Appointments in the current appointment schedule will printout and remain in the appointment book
Click Edit Button
  1. Select Correct Template name from drop down list
  2. Changes can be made to start date, End date, days working
  3. Tick to Save
TAB 2: Repeat Until
  1. Only Selected Template
  2. Schedule Changes are now active in appointment book.


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