Scheduling · Appointments
Editing an Appointment #
Edit an existing appointment when scheduling details need to change but the visit remains the same appointment. Review the existing values before overwriting them.
Before you begin #
- Open the correct date and resource in the scheduler.
- Select the existing appointment rather than an empty slot.
- Know exactly which details need to change.
What to do #
- Open the existing appointment details.
- Verify the patient before editing.
- Change the intended field or fields, such as provider/resource, time, type, status, Appointment For, or Note when applicable.
- Recheck the start and end values after the edit.
- Save the appointment using the normal Phoenix workflow.
Verify before you finish #
- The patient did not change unintentionally.
- The appointment still has the intended duration.
- Only the requested scheduling details changed.
Important
Editing an appointment is different from opening a blank slot. Confirm that you are working with the existing appointment before making changes.
Related information #
Use the related Phoenix Help articles for the patient, insurance, scheduler, appointment status, and provider workflows when the issue crosses more than one area.