Scheduler Right-click Actions

  1. Add from Waiting List: Schedule an appointment from your Wait List.

  2. New Appointment: Schedule a new appointment in this time slot. 

  3. New Block: Add a new Schedule Block in this time slot.

  4. Edit Appointment: Edit the selected appointment

  5. Update Status: Change the status for the selected appointment.

  6. Schedule Follow Up: Schedule a new appointment for the patient of the selected appointment   

  7. Move Appointment: Move the selected appointment to a new date or time.

  8. Reschedule Appointment: Sets the selected appointment to the “Rescheduled” appointment status and schedules a new appointment for the patient. Use if this you would still like to track and report on all of your rescheduled appointments. 

  9. Print Superbill: Prints a Superbill of your choice for the patient of the selected appointment.

  10. Print Label: Prints a Superbill of your choice for the patient of the selected appointment.

  11. Create Claim for Visit: Create a claim for the patient for the selected appointment.

    The claim will be billed under the provider assigned as the Appointment Resource.  

  12. Find Claim for Visit: Locate any claims created for the selected appointment. 

  13. Find Claims for Patient: Locate any claims for the patient of the selected appointment.

  14. Create Task For Patient: Create a task for the patient of the selected appointment. 

  15. Edit Block: Edit the selected Block.

  16. Update Status: Change the status for the selected Block.

  17. Copy Block: Copy the selected Block to a date date and/or time.

  18. Move Block: Move the selected Block to a new date or time.

  19. Reschedule Block: Sets the selected Block to the "Rescheduled" status and schedules a new Block for a selected time slot. Use this to track and report on all of your reschedule blocks.