Appointment Move-Up Option

Version 14.10
Path: Clinical, Practice Management, or Billing tab > Schedule button > Calendar radio button

About

The Move-Up option allows you to make a note in an appointment scheduled on a future date regarding a rescheduling preference and then also access a list of all appointments that have a preference note for the purpose of rescheduling or moving up appointments.

Here's How

Add a Move-Up Note to a Scheduled Appointment

  1. From the Calendar, select and double-click an appointment to open it. If you're in the process of scheduling the appointment and already have the Appointment window open, proceed to the next step.
  2. Click into the Move up option field and type the details of the rescheduling preference. 
  3. Click Save to save the note in the appointment.

Access the Patient Rescheduling List

  1. From the Calendar view of the Schedule, click the Find Move-Up button. The Patient Rescheduling List is displayed.
  2. Review the list of appointments with a Move-Up option indicated, and double-click the appointment you'll be rescheduling.
  3. Reschedule/move the appointment as you normally would.
  4. Double-click the appointment to open the Add/Edit Appointment window. 
  5. Remove the Move-up option field text by highlighting the text and pressing backspace on your keyboard.
  6. Click Save to save the appointment. The appointment is removed from the Patient Rescheduling List.
Version 14.10

Overview

The Move Up option found in the Add/Edit appointment window is used to document a schedule change request for a selected appointment.

  1. From the Calendar select an appointment.
  2. Open the Add/Edit Appointment window by double-clicking or selecting the Edit button.
  3. Click into the Move up option field and type the appointment request.

The video below provides an example for adding the appointment request to the Add/Edit Appointment window.

The next video below provides an example for running a report.

Note: The Move up option field is a free-text field that allows you to indicate any preference for the selected appointment. For example, request an end of day appointment. The request is added to the Patient Rescheduling Lists. The report lists all patients with a Move Up option for future appointments, will not list patients with Move Up request for the current day. For information on the Patient Rescheduling List click here.