Set Appointment Complete

When a patient is finished with their appointment, set the appointment complete to change the appointment color and complete the attached procedures.

In the Appointments Module, select the appointment. In the toolbar, click Complete


Several Preferences affect behavior when setting an appointment complete.

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

  • 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.

Appointment Texts

If Appointment Texts are enabled, and Opt in Prompt on Appt Complete is checked, a prompt will appear when an appointment is set complete and the patient has not yet opted in or out of Appointment Texts. The user must read the prompt to the patient and obtain verbal consent to allow Appointment Texts.

If the patient does not consent to appointment texts, uncheck the box and click Close.