After scheduling appointments from Practice Schedule or My Calendar, events can be edited.
To edit events:
- Navigate to the Practice module and select Practice Schedule under the “Scheduling” section. Or, navigate to the Clinical module and select My Calendar.
- Select the event you want to edit and the event window will pop up. Make any necessary changes and click Update
3. Click and hold down the cursor on an event to move it on the calendar (drag and drop). Click and hold down the cursor on the bottom of an event on the calendar to move the end time of the event.
- Please note, If the start time needs to be adjusted, the entire event needs to be moved. Then, move the end time, as needed.
4. To cancel, reschedule, mark as no-show, copy, or change the type of an event, right-click on the event in the calendar to access the “Actions” menu.
- Users can also select the Actions drop-down on the bottom left-hand side of the event window pop-up.
5. A completed, billable event can be marked as “Do Not Bill.” This status will leave the event as completed, but it will not be listed on the Bill Events screen to bill out.
- This is useful when the payor does not allow billing direct therapy and supervision at the same time.
See below for the following reference information when editing events:
- Left click on an event.
- Right click on an event (context menu).
- Edit: Opens up the scheduled appointment event and allows the user to make changes to the event without completing it.
- Complete: Opens up the event, allows for changes to be made, but when Complete is clicked, the event will then be completed.
- Edit (Scheduled): Opens up the scheduled appointment event and allows the user to make changes to the event without completing it, even when it occurred in the past.
- Complete (Ready to Complete): Opens up the event, allows for changes to be made, but when Complete is clicked, the event will then be completed.
- Cancel Occurrence & Recurrences (Scheduled): Prompts the user for a cancellation reason and then cancels the event, so it cannot be completed and submitted for billing. Late-Cancel logic and fees can be applied and viewed on reports with cancellation reasons.
- Reschedule Occurrence & Recurrences (Scheduled): Opens the event modal and allows the user to reschedule/edit any data on the event needed, and can be saved (not completed).
- Mark as No-Show (Scheduled Billable): Creates a completed event and marks the billing status of that completed event as a “no-show,” so that the proper no-show fee can be billed.
- Copy: Takes an exact copy of the current event and allows the user to create another event exactly like this one, but for a different day/time slot.
- Change Employee (Scheduled): A shortcut to editing an event and changing the assigned employee. It will remove the current employee and then open up the modal and redirect to the “Employee” tab, so that users can set a new employee. Then, when the Update is clicked, the event is removed from old employees’ calendars and added to the new employee’s calendar.
- Change Event To (Not yet Billed): Changes the event type and opens the modal for any other changes to be made prior to saving.
- Abandon (Completed Billable): Sets the workflow status of the event to “Abandoned,” which shows up as “Cancelled” on the scheduler. The event can no longer be billed and will be excluded from reports and payroll.
- Delete (Completed Non-billable): This deletes the event. It will no longer be visible on the scheduler and cannot be undone without Tier 2. The event will also be excluded from reports and payroll. This is the only action that actually performs a delete on the item.
- Mark as Don't Bill (Completed Billable): If an event occurred and is completed, but should not be billed, it is still visible on the Practice Schedule via the “Did Not Bill” filter. The user can revert back to “Ready to Review,” if they choose to do so. The event is still included in reports and does not affect the payroll status of the event.
- Revert to Ready To Review: Only available for completed events in the “Do Not Bill” status and sets the event status back to “Ready to Review,” so that the event is available for billing again.
- Mark as Will Not Bill: Takes a billable event and marks it as a "non billable" equivalent status without removing all of the information that is in a billable event, such as the patient and bill code. This removes the event from the "Bill Events" section, so it cannot be billed unless the user marks it as "Ready for Review/Bill" again.
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