Setting Appointments Complete

Once a scheduled appointment is finished, you should set it complete. This will mark all procedures attached to the appointment complete as well.

There are several ways to set it complete:

In the Appointments Module schedule:

In the Chart Module Progress Notes, right click the appointment, then click Set Complete.

Several preferences affect behavior when setting an appointment complete.

When an appointment is set complete, the following changes occur:

Note:
  • If the appointment provider does not match at least one provider on an attached procedure, the user will receive a prompt.
  • Manually changing a procedure's status to complete on the Procedure Info window only changes the status. It does not change the procedure date or copy default procedure notes.