Rescheduling Appointments: A Call for Enhanced Functionality
under review
C
Chris Cox
In the course of managing appointments, rescheduling is a common occurrence. However, our current software doesn't provide a straightforward and efficient method for this essential task.
Current Challenge:
To properly track a rescheduled appointment, the current system demands the following steps:
1. Click the "cancel" button within the appointment popup.
2. Opt for "rescheduled".
3. Manually set up a fresh appointment with the new date/time.
4. Manually transfer any notes linked to the original appointment.
This procedure is not only tedious and time-intensive but also susceptible to mistakes. While we can adjust the date/time directly in the appointment popup, it merely updates the appointment rather than marking the old appointment as "RESCHEDULED" and creating a new one. It's crucial for us to have visibility into which appointments have been rescheduled and, ideally, on the newly rescheduled appointment, when the original appointment was set.
Proposed Enhancements:
Direct Reschedule Button: Incorporate a "Reschedule" button within the appointment popup. This feature should empower us to swiftly pick a new date/time, eliminating the need to cancel the original and set up a new appointment.
Rescheduling History in the Popup: Implement a system that maintains a log of all prior rescheduled appointments. This ensures transparency and a comprehensive record of all appointment modifications.
Seamless Note Transfer: On rescheduling an appointment, the software should intuitively transfer any notes from the original appointment to the newly scheduled one.
By introducing these enhancements, we can significantly improve our appointment management efficiency and ensure a more seamless experience.
Cherie Blickenstaff
Another important note, if insurance approval limits sessions to a specific date range, the client is currently able to reschedule the appointment to outside of the allowed range. It doesn't show as waiting for approval, so the client assumes their new appointment time is confirmed.
T
TLP Admin
We just open appointment then click on date to pop up calendar choose new date same with time then hit save. The appointment is rescheduled. It doesn’t help in identifying the reschedule but takes seconds to reschedule. I wish the system would recognize this action and send out a new confirmation with the new details but it doesn’t so we just reopen the appointment and choose resend confirmation.
V
Veronica Lee
TLP Admin I agree that it should automatically send a confirmation of the new date and time to the patient.
Cherie Blickenstaff
Definitely needed, especially if the client reschedules from their side and it just vanishes from the calendar, and you have to trawl through the event log looking for answers.
C
Chris Cox
Cherie Blickenstaff: Thanks for bringing that up!!
Tyson Edwards
under review
B
Brittany Rasky
Tyson Edwards: It would also be helpful to get an email or notification or alert when a client reschedules their session. I tried to set it up as a process, but it is not an option. This is a problem because instead of cancelling an appointment last minute, a client can simply reschedule last minute, and the system has no way of telling me who had reserved that time slot in the first place, which is getting in the way of me collecting late cancel fees.
C
Courtney Leikam
Brittany Rasky Tyson Edwards Agreed on this point. We need a way of being notified when a client has rescheduled, and what the new appointment date is. It could be helpful if it functioned the same way as appointment requests, where we have to manually confirm the reschedule.
E
Emily DelConte
Could not agree more. I have asked for a direct reschedule button forever, or when clicking the "show open slots" also have a hyperlink that says reschedule and looks for open spots but leaves a paper trail that this original appointment was rescheduled.