Rescheduling appointments in Digitail is a simple and flexible process, allowing you to make adjustments directly from the Calendar page, the Flowboard, or the patient's Health Card/Timeline. Here’s a detailed guide on how to reschedule appointments efficiently.
Quick Steps to Reschedule an Appointment
Locate the Appointment: Start by finding the appointment you wish to reschedule. This can be done from the Calendar page, Flowboard, or the patient’s Health Card/Timeline.
Access Rescheduling Options: Click on the three dots icon next to the appointment details or right-click directly on the appointment card. From the dropdown menu, select 'Edit/Reschedule.' This action will open the appointment details for editing.
Drag and Drop Method
Another convenient way to reschedule is by using the drag-and-drop feature on the Calendar. Simply drag the appointment to a new date or time slot. You can also move it between staff members or rooms, depending on the view you are using. Find out more about the different Calendar View and Gropings here.
Other Important Notes
Handling Confirmed Appointments
If the appointment was previously marked as 'Confirmed,' changing the date or time will automatically mark it as 'Pending.' You can manually update the status back to 'Confirmed' if the client has already agreed to the new time.
Conflict Warnings
The system will notify you if the new time slot is already booked or falls outside working hours, helping you avoid scheduling conflicts.
Rescheduling New Requests
For new appointment requests, you can also reschedule them by clicking the 'Edit/Reschedule' button or by dragging and dropping the appointment card to a different time slot.