Help > Module 6: Appointment Scheduling > Appointment Scheduler - Reschedule

Appointment Scheduler - Reschedule

The Appointment Scheduler - Reschedule page allows users to reschedule clients for appointments. This occurs at the clinic level.

Navigation Path:  Scheduling | Appt Scheduler | Reschedule

Module 6: Figure 16.1: Appointment Scheduler - Reschedule

 

Fields: 

• Month View (Calendar Date Setter) ––To preview the scheduling for entire month with ability to set and the month and scheduling date.

 

Appointment(s) that are getting rescheduled:

 

• Authorized Rep Name – Displays the family name.
• Contact Information – Address and Phone number but if the family have selected do not contact on phone and mail, then the system shows DO NOT CONTACT.
• Client Name – Displays the Name of the Client coming for the appointment.
• Start Time – Displays the Start Time of the each appointment within the main family appointment that is getting rescheduled.
• End Time – Displays the End Time of the each appointment within the main family appointment that is getting rescheduled.
• Cat – Displays the Category of the Client.
• Service – Displays the Appointment Type/Service.
• Column – Displays the service provider column name, the appointment is booked.

 

 

 

Buttons: 

 

• Reschedule– To reschedule individual appointment or whole family appointment with the selected timeslots.
• Cancel Reschedule – To cancel out of the reschedule process.

 

Calculation(s):

•       System performs various validations such as

a.     Timeslots are still available,

b.     The same timeslots are not used multiple times.

c.      Appointments are booked as per Federal Processing Standards 10/20 rule.

d.     Count of Number of timeslots selected should be equal to count of appointments to be rescheduled.  If user trying to reschedule 4 appointments and user selected 3 timeslots on appointment sheet, then system shows a message which helps user to pick correct number of timeslots needed to reschedule all appointments.

 

Background Processes:

 

• Appt. Scheduler reloads with the filtered availability information (mini month and columns) based off the services of the appointments that are getting rescheduled.

 

• Based on reschedule appointments services and selected timeslot services, system automatically maps the clients to the newly selected reschedule timeslots so that user doesn’t have to assign clients to selected timeslots manually.

 

• System blocks the user if selected timeslots are not enough to use to reschedule appointments.

 

Module 6: Figure 16.2: Appointment Scheduler – Multiple Time Slots

 

HANDS