From a patient's profile, users can complete, reschedule, or cancel appointments. This feature offers flexibility with appointments that have already been scheduled.
TABLE OF CONTENTS
Completing a Patient Consultation
To keep track of patients, one can complete their scheduled consultations via their profiles.
STEP 1: Select the consultation to be completed from the patient's profile. For instance, completing a patient's Flu Shot appointment.
STEP 2: After choosing the specific consultation, select Complete located at the top right-hand corner. A prompt will appear to confirm this action.
Scheduling an Appointment Time
Appointments can be scheduled through MedMe in one of two ways:
Through the individual patient's profile
STEP 1: Upon accessing a patient profile, there is an option to Add next to the list of existing consultations. Clicking on this button opens a pop-up.
STEP 2: In the pop-up, select the Appointment Type and schedule the date and time of the appointment. Click the green Schedule Appointment to save the information.
Through the "Appointments" Tab
STEP 1: Access the Appointments Tab on the left-hand side navigation bar.
STEP 2: Select Add on the right-hand side to open the pop-up.
STEP 3: In the pop-up that appears, select the Appointment Type and schedule the date and time of the appointment. Selecting the green Schedule Appointment will save this information.
Rescheduling an Appointment Time
In case a patient's appointment needs to be rescheduled, this action can be carried out directly from the patient's profile.
STEP 1: Select the consultation to be rescheduled from the patient's profile. For instance, rescheduling a patient's Flu Shot (Regular) appointment.
STEP 2: After choosing the specific consultation, select the down arrow next to Complete, located at the top right-hand corner to open the dropdown menu and select Reschedule.
STEP 3: Choose to either select a new date and time or invite the patient to reschedule through a booking link. If sending a booking link, specify the date ranges for the new appointment. The current appointment can be canceled or held until rescheduled.
STEP 4: Select a reason for rescheduling which will be sent as a note for the patient. Choose a reason from the dropdown menu or select Other to add a custom note.
STEP 5: Confirm the details and select Submit
Reminder: In all instances, users must ensure they have set their calendar availabilities by setting up their calendar for each of their appointment types.
Canceling a Patient Consultation
Occasionally, due to changes in schedule or supply, a patient's appointment may need to be canceled.
STEP 1: Select the consultation to be canceled from the patient's profile.
STEP 2: After choosing the specific consultation, click the down arrow next to Complete, located at the top right-hand corner to open the dropdown menu and select Cancel.
STEP 3: Select a reason for cancellation to add a note for the patient. Depending on the appointment type, the option to return them to the waitlist may be available.
STEP 4: Select the red Cancel Consultation button. The patient will be notified of the change via email or SMS if they have provided their email or cell phone number.
Please Note: Patients can cancel their appointment by accessing their appointment confirmation email, and clicking Cancel Appointment at the bottom of the page.
