There are two scenarios for rescheduling appointments. The first is Moving an appointment within the same day. The second scenario involves rescheduling an appointment to another day. This second scenario also includes moving an appointment from one provider to another. Knowing the two processes can save the CA time and effort.

1. Moving an Appointment: ‘moving’ only works within the same day (Ex: from morning to afternoon)

• start by left clicking on the specific appointment on the Appointment Matrix to make the Patient profile active Remember, the patient profile must be active (on the right side of the screen) to allow Appointment changes
• Next, click onto the new empty cell or appropriate time block where you would like to Move the appointment – this will open the dialog box to the right
• The dialog box will alert you that the patient is already scheduled for that day: - Choose YES to move the existing appointment - Choose NO to leave the original appointment and create a new one – this option creates two appointments on the same day for a patient - Choose CANCEL to exit the dialog box without moving or changing any appointment

1. Reschedule an Appointment: to reschedule to another day or provider you have two options
   1. Find the Patient profile and right click on the specific appointment in the patients Appointment Ledger – this will open a menu, choose RESCHEDULE from the menu
   2. OR right click on the specific appointment on the schedule to access the same menu

• Once into the Appointment Mapping screen (see previous section for details and screenshot) choose the desired Provider, Appointment Type, Day and Time for the rescheduled appointment. Be sure to click SAVE when complete to record the change to the patient file

Depending on your configuration, Atlas may display the Rescheduled Appointments in the patient Appointment Ledger, highlighted in a different color.

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