Skip to main content
Skip table of contents

How to Edit or Cancel an Appointment

You can edit, reschedule, and cancel appointments in Schedule.

Edit an Appointment

In the Schedule calendar, you can drag and drop an appointment to a new time or to a different provider or custom column.

To change an appointment date and other details (such as Appointment Type or Appointment Notes), select the appointment on the calendar and then select the pencil icon.

SCHED_Appt-Edit_MRK.png

In the Update Appointment window, select View History to access the change log of appointment updates.

Cancel an Appointment

To cancel an appointment, select the appointment in the Schedule calendar, then change the Status to Canceled. The cancellation is recorded in the Appt. Deletion Log to the right of the calendar.

Example: Select Canceled status in the Appointment Details window.

SCHED_Appt-Canceled_MRK.png

Example: Appointment Deletion Log for Canceled appointment.

SCHED_ApptDetLog-Canceled.png

You can also delete an appointment, in case an appointment is created in error.

Select the appointment in the Schedule calendar, then select the trash can icon.

SCHED_Appt-Delete_MRK.png

The deletion is recorded in the Appt. Deletion Log to the right of the calendar.

SCHED_ApptDetLog-Deleted.png

View the Appointment Deletion Log

Select the three horizontal lines in the upper right corner of Schedule to view or hide the right panel. This panel displays a calendar and the Appt. Deletion Log.

SCHED_ViewLog_MRK.png
JavaScript errors detected

Please note, these errors can depend on your browser setup.

If this problem persists, please contact our support.