Managing a Booked Appointment

Updated on July 28, 2026 | 02:38 PM – CST

Once an appointment is on the calendar, its detail screen is where you make any changes.

This video covers opening an appointment, reading the patient and visit information at the top, and changing the status, from confirmed to rescheduled to no-show, then saving it.

You'll also see the actions in the gear menu, including eligibility, history, delete, and the super bill that takes you straight into billing the visit.