Rescheduling an Appointment

Rescheduling an Appointment

Reasons Why You Cannot See the Reschedule Queue

  • The Reschedule Queue only displays if there is at least one Patient in the Queue.
  • The Reschedule Feature has been disabled in System Settings.

(Admin > System Settings > Scheduling > DISABLERESCHEDULEQUEUE)

  • You may not have Permission to Reschedule Appointments.
  • Only the System Admin can make changes in User Maintenance.


Drag and Drop

  • Select the appointment and drag the appointment to another time slot or to the Reschedule Queue. You can only drag and drop to the Reschedule Queue if it is displayed on the left menu.
  • Enter the reason for Rescheduling in the Note field.


Patient's Appointment screen

The Appointment must be in a Scheduled status to be Rescheduled from the Patient's Appointment Screen.

  • Select Reschedule.
  • Enter the Reason for Rescheduling.
  • Select Submit.


On the next screen choose one of the following:

  • Link: Choose to link to an existing appointment.
  • Search: Opens the Availability Search feature in the sidebar pre-filtered for this patient.
  • Close the pop-up and manage the appointment from the Reschedule Queue. If you choose this option, see the instructions below for Rescheduling.


Reschedule Queue

Reschedule List

Use the Pop-Out Icon on the top right of the Reschedule Queue to display the list of Patients in the Reschedule Queue.

  • This list can be exported to Excel or to a PDF.

Reschedule a Patient that is in the Reschedule Queue

  • Select the pop-out icon  on the top right of the Reschedule Queue to display a list of Patients in the Reschedule Queue.
  • Select the Lookup icon or the Chain Link icon on the Patient's row.

  • If the Lookup icon was chosen, You are attached to "Patient" displays on the bar at the top of the Calendar.

  • When you choose an Appointment time on the Calendar, the Patient information will auto-fill.
  • Select an Appointment Type.
  • Select Save [F2].

  • A validation pop-up displays: Mark as Satisfied the following Items in the Reschedule Queue for "Patient".
  • Choose the checkbox beside the Appointment that you are rescheduling to remove it from the Reschedule Queue.
  • Select Save [F2].

  • On the Calendar, disconnect from the Patient by selecting the Red X on the top bar.

  • If the Chain Link was chosen, choose an existing appointment to link by selecting the checkbox and selecting Link.


Choose Patient in the Reschedule Queue on the left Sidebar

  • Select the Patient in the Reschedule Queue on the left Sidebar. (Use the Reschedule Queue icon to expand the Queue if necessary.)
  • Choose Link or Search.
  • Follow the same process as above for Chain Link and Search.


  • Search for an available slot using the Search Availability panel. 
  • Choose an Appointment Slot from the search results.


Remove/Delete Appointments from the Rescheduling Queue

If a patient was added to the Reschedule Queue but was never rescheduled, you can remove them from the queue.

In the Rescheduling Queue, select the Trash Can icon at the end of the Patient line in the Action column.



Export the Rescheduling Queue

  1. Use Filters to choose the criteria.
  2. Select the Column Title to sort the list in a specific order.
  3. Export to PDF or CSV using one of the icons.

Learn More

Search for Patient/Available Appointments

Add an Appointment

Modify an Appointment

Scheduling Rules



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