Description
This quick guide demonstrated how to bring up a list of cancelled appointments in the Sidekick, and how to reschedule them.
Steps
At the top of the Sidekick, click Search.
[Image of the Sidekick with a box around the Search tab.]
This changes the Sidekick to allow patient and appointment searches. Click Available Time to bring up more search options.
[Image of the Sidekick on the Search tab with a box around Available Time.]
Click Cancellations from the list of search options.
[Image of the search option drop-down with Cancellations highlighted.]
The first filter is for canceled appointments by provider. Choosing a provider will limit the search results to that provider's cancelled appointments.
[Image of the Search tab on the Cancellations option with the Provider drop-down selector open.]
The second filter is for canceled appointments by clinic. Choosing a clinic will limit the search results to cancelled appointments at that clinic.
[Image of the Search tab on the Cancellations option with the Clinics drop-down selector open.]
The third filter is for the date range of canceled appointments. Set the From and To dates to the desired time frame to limit the search to canceled appointments from within that time frame.
[Image of the Search tab on the Cancellations option with the From date calendar open.]
The final filter option is for how the search results will be sorted.
[Image of the Search tab on the Cancellations option with the Sort By drop-down selector open.]
Click Search.
[Image of the Search tab in the Cancellations option with a box around the Search button.]
A list of cancelled appointments matching the selected criteria will appear.
[Image of the Search tab in the Cancellations option with the search results listed, and a box around them.]
Click an appointment in the list to expand it and view its details.
[Image of the search results with one of the appointments expanded.]
Clicking on an appointment in the list also makes the patient the active patient on the Sidekick. Clicking the Patient tab will show you their name on the Sidekick.
[Image of the Sidekick with the patient's name at the top.]
Click the Profile drop-down arrow to show the Profile Summary.
[Image of the Sidekick with a box around the Profile drop-down arrow.]
In the Profile Summary, refer to the patient's contact information to contact them an reschedule the appointment.
[Image of the Sidekick with the Profile Summary open and a box round the patient's phone number.]
Click the Search tab to return to the search results.
[Image of the Sidekick with a box around the Search tab.]
Click and drag to patient's appointment on to the scheduler to reschedule it.
[Image of the Search tab and the Scheduler with a box around an appointment in the search results, and an arrow directing it towards a spot on the scheduler.]
The patient's appointment will be rescheduled with all the original details.
[Image of the Search tab and the Scheduler with a box around the rescheduled appointment.]
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