Reschedule or cancel
Use the appointment actions to preserve the visit history while keeping the calendar accurate.
1. Open the appointment
Find the visit on Schedule and open its details. Verify the patient and original date before making a change.
2. Choose the change
Choose Edit appointment to change the date, time, duration, location, provider, or room. Use Cancel only when the visit will not occur. Follow clinic policy for documenting the reason.
Changing the date, time, duration, or location of a confirmed appointment returns it to Scheduled so the new details can be confirmed with the client.
3. Confirm communication
Confirm that the client has the new information. Delivery depends on the clinic email and SMS configuration, so verify the communication history when it matters.