Introduction:
In certain conditions the clinic marks a provider/resource as inactive. However, if there are appointments scheduled for that provider/resource, then the clinic shifts inactive provider’s/resource’s appointments to the other active provider/resource. To give the ability of shifting appointments to the clinic users, a Shift Appt... button is present on the Providers Master and Resource Master screens in PrognoCIS. Clicking on this button invokes Shift Appointment For - popup.
Field Description:
Location: This field autopopulates the Location Name of the Multi Location clinic. For clinics with Single or Hybrid Location Access, this field is not visible.
*From Date: This is a mandatory field. Click on the Calendar icon and select
the date or manually enter the date from which appointments for the respective provider/resource needs to be shifted.
The selected date should be greater than or equal to Today’s date.
*To Resource/Provider: This is a mandatory field. Click on the Search icon next to this field to invoke Resources/Providers Search List and select the resource/provider to whom appointment(s) needs to be shifted. For Single and Hybrid Location clinics, the Search List shows all Active Resources/Providers in PrognoCIS whereas for Multi Location clinics, only those resources/providers that have Access to the selected resource/provider's Location are seen in the list.
Action Buttons:
OK button: Click on the OK button to shift appointments. Different validations are displayed when user tries to shift appointments.
CANCEL button: Click on the CANCEL button to close the Shift Appointmenr For - popup.
Note:
- Status of the Appointments to be moved should be with statuses such as 'To be confirmed', 'Tentative'
or 'Scheduled'.
- Appointment with Status as 'No Show' are not be considered to Move to another provider.
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