Scheduler Right-click Actions

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

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

  3. Edit Appointment: Edit the selected appointment

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

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

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

  7. 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. 

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

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

  10. 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.  

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

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

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