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Scheduling Using Override

Version 1.2 by Bailee DeBord on 2024/04/17 17:33

This article summarizes how to schedule an appointment outside of the provider’s normal availability.

When the provider’s schedule is booked, or you want to make an exception to patient scheduling rules, you may need to override the scheduling limitations. 

1. Navigate to Scheduling.

2. Click ADD.

3. Select Add New Appointment.

click add new appointment

4. Enter the patient’s name, the provider, the location, the appointment type, the room, and the case, if needed.

Note: See this article for more information about splitting the appointment across rooms.

5. Select Override. This will allow you to schedule on any date at any time, regardless of provider availability, scheduling rules, or previously scheduled appointments.

click the override radio button

Note: A warning message will appear to remind you that you might be scheduling outside of available times.

6. Select the date, time, and duration of the appointment.

7. Click SCHEDULE.