How To Edit An Appointment?

How To Edit An Appointment?

The Growth99+ app allows business account users to keep a track of all their pending and completed appointments. The "Appointments" feature helps business account users to manage the functioning of their clinic/business in a coordinated manner. 
Sometimes, due to changes in the patient's or the provider's schedule, the appointment may need rescheduling. It may also happen that the patient wishes to add or change the service for which they have made the appointment. This article explains in detail the steps to edit a patient's appointment.

STEP 1

Using your login credentials, access the Growth99+ admin panel. Under the menu of "Appointments" find the sub-menu titled "Booking History" and click on it. 



STEP 2

You will be redirected to a page that displays information about appointment bookings for the remainder of the week or the month, the number of pending appointments, a break-up of appointments for each service that the clinic offers, and so on.  Upon scrolling down you will come across a list of the latest appointments for the business account. A list of the patients' names is displayed as shown in the below image. Select the name of the patient whose appointment you want to edit, and click on the "blue icon" next to the patient's name.



STEP 3

You will see various data fields on the page where the clinic/doctor has to fill in the information about the patient's appointment. Here are the details that business account users can change for an existing appointment.

Service or Provider: A patient who has opted for Botox treatment earlier, may now want to undergo dermal fillers treatment as well. The details may be updated by choosing from the dropdown menu for the data field titled "Service". Patients may change the provider they want to get treatment from, by choosing from the dropdown menu for the "Provider" data field.

Nature Of Appointment: A patient may have initially chosen to meet with the provider in person for their appointment, but now they may want to meet virtually. These types of appointments may also be changed from "in person" to "virtual". A video call gets scheduled with the patient automatically.

Date & Timing: The Growth99+ app also offers a choice to change the date and timing of the appointment. This may be done if the patient's schedule changes or if the appointment coincides with the doctor's/provider's vacation or time off. 

Appointment Status: You can change the status of the appointment by selecting one of the options available in the drop-down of the data field titled "Appointment Status". The drop-down also has an option of canceling an existing appointment if the clinic or patient is not going to be able to make it.

Refer to the below image to see the data fields that may be edited.



STEP 4

Check the details that you need to change to ensure that they are correct. Remember to click on the blue "Save" button at the bottom of the page to confirm all the changes that you make in the appointment.


For more information contact us at product@growth99.com






    • Related Articles

    • How To Set Up Virtual Appointment?

      The appointment feature with Growth99+ is available both as an in-person appointment or as a virtual appointment. The patient can opt for either of these options when booking an appointment, in addition, the business account user can also edit an ...
    • How To Book An Appointment From Chatbot?

      Having a Chatbot/AI Bot on the website can be a source of frictionless CRM. It helps forge a better relationship by guiding the website visitors with their queries, capturing the lead details, and pointing them towards the action you require from ...
    • How to set up appointment booking feature for website integration in G99+?

      Growth99+ platform provides a quite user-friendly and transparent appointment booking interface. Let's check out the entire process of how to set up the appointment booking feature using our Growth99+ app. STEP 1 Login to your Growth99+ account. The ...
    • Adding A Third-Party Appointment Booking Link In G99+

      If you are using our G99+ chatbot but not using our G99+ appointment booking system, instead, using a third-party booking system, then this article is for you. Here we will discuss how we can add a third-party appointment booking link to our G99+ ...
    • How To Create/Edit An Appointment Using The Calendar Feature?

      The previous article discusses the different ways for patients to book an appointment with a particular business account user (CLICK HERE to read the article). It is convenient for clinics/doctors to have all these appointments listed down in one ...