Managing appointment status is an essential aspect of effective healthcare administration. It is important to keep track of appointments and any changes that may occur. Changing an appointment status can involve rescheduling, cancelling, confirming or checking out an appointment, and it helps ensure that both patients and providers stay organised and informed. To change the status of an appointment, simply perform the following steps.
Watch this video for a quick overview.
Topics Covered
- Change Appointment Status of an Appointment
- Add a New Appointment Status
- Manage Appointment Statuses
Let's get started!
Change Appointment Status of an Appointment
- Navigate to the Scheduler.
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Right-click on the intended Appointment tile.
- A pop-up window will appear that allows you to change the status of the appointment.
- Select the intended Status.
Click here to learn more about the No Show or Cancellation workflow.
To check what each appointment status label means,
Click the Legend on the Scheduler and locate the Appointment Status section to view labels for all appointment statuses.
Add a New Appointment Status
- Navigate to the System Menu > select Practice Settings > Scheduler > Appointment Status.
- Click +Add Appointment Status.
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Enter the details.
- Custom Appointment Status*: Enter an easily identifiable name for this appointment status.
- Description: Enter a description that clarifies what this status means.
- Label*: Enter the label that should appear on the appointment tile when appointments are in this status.
| Note: You are limited to 2 characters. For example, CF stands for Confirmed Appointment. |
- Colour*: Select a colour for the appointment tile label. You will see a preview of the label to the right.
- Click Save when you are ready.
Manage Appointment Statuses
On the Appointment Status grid, you can view the custom appointment statuses. Let's explore the actions that you can perform here.
Edit Custom Appointment Status
- Click Edit on the intended status.
- Make the required changes.
- Click Save.
Activate or Deactivate Appointment Status
To activate or deactivate an appointment status,
- Select the desired Custom Status(es).
- Click Activate or Deactivate as required.
- Click Ok on the Change Status confirmation modal.
Update Appointment Status Order
Click and drag on the dotted handle of the required appointment status and move them upwards or downwards to update the appointment status order.
To learn more about configuring patient tracker notification settings, click here.
Practices can use this simple guide to change the appointment status and manage appointment status settings in CareStack!