📝 Overview
This guide will walk you through the step-by-step process of rescheduling appointments in ChiroHD, using both Provider view and Tab view. You'll find clear instructions, references to visual guidance, and key restrictions regarding cross-provider and multi-day rescheduling.
Option 1: Drag and Drop Using Provider View
To reschedule an appointment simply drag and drop the appointment to the new time.
While in Provider View, you can also reschedule an appointment to a different provider calendar by simply dragging and dropping the appointment to the new time.
💡NOTE: This drag and drop method only works if rescheduling the appointment to the same day.
Option 2: Drag and Drop Using Tab View
Tab View displays one doctor's calendar at a time, each on a separate tab.
Using Tab view, drag and drop is only available within that provider's calendar on that specific date.
Option 3: Dropdown Action Menu
Click the drop-down arrow on the appointment in question and select Reschedule Appointment.
Next, select the new day and choose the available time, then click Confirm.
💡NOTE: Using the dropdown action menu method is best when you need to reschedule an appointment to a different provider's calendar on a different date.
✅ Key Takeaways
Drag and drop is available for same-day or same-provider rescheduling.
Provider View allows cross-provider rescheduling via drag-and-drop.
Tab View only supports rescheduling within the same provider and same day.
For changing providers or moving appointments to different days, the dropdown action menu method is the one to use.
📌 Conclusion
Using these methods ensures efficient and accurate appointment management in ChiroHD. Leverage the correct procedure for your preferred view to streamline rescheduling for your patients and practice.