Managing Upcoming Appointment Statuses

Objective

To provide a clear and concise procedure for team members to effectively manage and update appointment statuses in the PM system, ensuring accurate record-keeping and minimizing errors during the process.

Key Steps

1. Access the Appointments Tab
   • Navigate to the appointments tab within the PM system to view all upcoming appointments for the designated individual.
2. Review Appointment Status
   • Identify the status of each appointment listed. You will see options to either confirm or cancel appointments.
3. Confirming an Appointment
   • If the appointment is to be confirmed:
     • Click the “Confirm” button.
     • This action will immediately update the appointment status in the PM system.
4. Canceling an Appointment
   • If the appointment needs to be canceled:
     • Click the “Cancel” button.
     • Ensure that the cancellation reason is not a required field in the PM system. If it is required, you will receive an error message, and the cancellation will not process.

Cautionary Notes

• Cancellation Reasons: Verify if a cancellation reason is required in Your PM system before attempting to cancel an appointment. Keeping it required will result in an error because RSI does not send a reason for cancellation to the PM system.