Rescheduling Appointments
Before you begin
Procedure
- Ensure you have elected to access to the Outlook® Style Appointment Book, via Practice Explorer Preferences.
-
From the Bluechip main window, click
The Practice Explorer appears. -
Within the Practice Explorer Margin Menu, select the Appointment
Book. The Appointment Book window appears.
-
Locate the appointment you want to reschedule, and then either:
- Double-click the appointment, or
- Right-click the appointment and select Open from the menu that appears, or
- Click and drag the appointment to a new available slot. This action can be performed across a single doctor's appointment time line or between multiple practitioners. If you choose this method, you have finished rescheduling the appointment, and need not continue with the steps below.
- The Reschedule Appointment window appears.
-
Modify the date for the appointment in the Date field, via one of the following methods:
- Manually enter a date.
- Select a date from the calendar by click the associated button.
- Find a free slot in the appointment book for the selected Practitioner by clicking
- Find a free slot in the appointment book for other Practitioners by clicking the Find Slot button.
-
Modify the appointment time in the Time field or use the clock
button to select an appropriate time. - (Optional) Modify the priority for the booking. This is necessary only if there is a double-booking.
- (Optional) Modify any relevant comments in the Comments field.
- Click Finish to save the modified appointment. You are returned to the Appointment Book window, where the updated appointment details are now available.