Therapist User Manual - Cancelling and Re-Booking Appointments

Therapist User Manual - Cancelling and Re-Booking Appointments

    

         



Therapist Guide to Cancelling and Re-Booking Appointments


Author:

Name    Matthew Stolls 

Title    Corporate Transformation Lead


Table of Contents

Table of Contents    

1.    Purpose    

2.    Appointment Tab    

3.    Schedule Tab    


  1. Purpose


To provide a full how to user guide on how to manage appointments that are booked in the VHG platform. 



  1. Appointment Tab


Each heading in the column section can be filtered by clicking on it providing appointment specifics.

Clicking on the patient details takes you through to the patient tab.


  1. Schedule Tab

This is where your diary can be viewed and where availability can be created by clicking on a day (please see creating scheduling guide for more specifics). The below is a monthly view but there are also weekly and daily views which can be changed here 



The below shows the week view and can see a booked appointment. 


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Should the appointment need to be changed or altered this can be done by clicking on the booked appointment to cancel.


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On clicking this cancel button the following screen appears to enter the cancellation details. One of the options must be chosen and cancellation reason entered to proceed. 


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The above cancelation screen can also be navigated to by going to the patient tab, finding the patient’s appointment, and clicking cancel in the action button on the far right. 


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To change an appointment time this is done by going into the appointment tab, selecting the appointment and edit in the action button on the far right. 


The date and time can then be amended a required.


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