Manage Appointments

Information about how to schedule appointments for providers.

Interface description of the Appointment Calendar view

Find Next Available Appointment The Find Next Available feature allows searching for "slots" in the calendar that will fit one or two appointment types. It is useful when you have many appointments in the sessions so that you are able to narro...

Overview Appointments can be created in two different ways. From the patient record Via the main CareRight calendar Notice Before you create the new appointments, you must have calendar sessions for appointments to b...

How to Double book

Edit an appointment Right-click on the appointment to be edited Select Edit  from the list. Modify the information fields as needed. When done, click Create Appointment.  ...

Move or Rebook an appointment There are two ways to move an appointment: Drag and Drop; and, Right Click > Rebook Rebooking allows the appointment to be moved from one time slot to another without leaving a copy of the appointment in the p...

Copying an Appointment Copying an appointment to another time slot will keep a copy of the original appointment in the first slot and a copy in the new time slot. So in effect, there will be the same appointments in two-time slots. Hover over t...

Cancel an Appointment A cancellation can be recorded by changing the appointment status. Your organization may have specific appointment statuses in place to record different types of cancellations.  Note : The system administrator needs ...

Re-schedule an appointment In this scenario, a client calls to reschedule and wants to choose another date and time. Follow the steps for Moving an Appointment . Your system administrator needs to have done the following in advance: Set up a...

Change the Status of an Appointment From this screen, you are able to change the status of any patient appointment that is not in a cancelled state.                 Note : Your system administrator needs to pre-configure different appoin...

Deleting an Appointment You should only delete an appointment if it has been made in error and even then if this fits with your business practices. A more preferable solution is to cancel the appointment. Deleting an appointment is permanent an...

Showing Appointment Details Right-click on the appointment. Click Details . You will notice that the patient name is a hyperlink, this takes you to the patient record if required. Click the 'X' on the top right-hand corner of the pop-up to...

Access Advanced Appointments From the Dashboard, click Appointments . Click Find Next Available . The Next Available Appointments screen appears. Click Advanced . Field Description Find next Enter the number of free appoint...

Dealing with No Shows In this scenario, a client doesn't show up for an appointment and doesn't call to let you know. Note : There should have an appointment status called 'No Show' configured by the system administrator. Refer to   A...