Rescheduling Appointments

How to Reschedule a Patient in RSI Platform

• Accessing Patient Information
  • Look up the patient with the upcoming appointment.
  • Use the unconfirmed screen or search tool to find the patient.
• Canceling the Appointment
  • Head to the upcoming appointments tab.
  • Click on the appointment you want to cancel.
  • This action will immediately update the appointment status in your schedule.
• Rebooking the Appointment
  • Select location and appointment type for the patient.
  • Choose a provider or leave it blank for all provider availability.
  • Search for available slots in the scheduling templates.
  • Confirm the appointment availability with the selected provider’s schedule.
  • Add any necessary notes.
  • Send the booking to your schedule to complete the process.
• Finalizing the Rescheduling
  • By following these steps, you have successfully rescheduled a patient without the need to switch screens or appointments.