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Orders","\u002Fen\u002Finventory\u002Forders","en\u002F8.inventory\u002F3.orders",{"title":317,"path":318,"stem":319},"Inventory Sales","\u002Fen\u002Finventory\u002Fsales","en\u002F8.inventory\u002F4.sales",{"title":321,"path":322,"stem":323},"Inventory Product Requests","\u002Fen\u002Finventory\u002Fmy-requests","en\u002F8.inventory\u002F5.my-requests",{"title":325,"path":326,"stem":327},"Inventory Stock Transfers","\u002Fen\u002Finventory\u002Ftransfers","en\u002F8.inventory\u002F6.transfers",{"title":329,"path":330,"stem":331},"Inventory Suppliers","\u002Fen\u002Finventory\u002Fsuppliers","en\u002F8.inventory\u002F7.suppliers",{"title":333,"path":334,"stem":335},"Stock Adjustments","\u002Fen\u002Finventory\u002Fstock-adjustments","en\u002F8.inventory\u002F8.stock-adjustments",{"title":337,"path":338,"stem":339,"children":340},"Expense Management","\u002Fen\u002Fexpense-management","en\u002F9.expense-management\u002Findex",[341,342],{"title":337,"path":338,"stem":339},{"title":343,"path":344,"stem":345},"Expense Management Overview","\u002Fen\u002Fexpense-management\u002Foverview","en\u002F9.expense-management\u002F1.overview",{"id":347,"title":31,"body":348,"dateModified":612,"datePublished":612,"description":613,"extension":614,"image":612,"links":612,"meta":615,"navigation":616,"path":32,"seo":617,"stem":33,"__hash__":618},"docs_en\u002Fen\u002F1.calendar\u002F6.visit-details.md",{"type":349,"value":350,"toc":600},"minimark",[351,356,364,367,371,374,399,410,414,437,440,459,462,465,469,472,486,492,496,503,512,516,523,527,530,568,577,581,597],[352,353,355],"h2",{"id":354},"open-visit-details","Open visit details",[357,358,359,360,363],"p",{},"Click a visit once to select it, then click it again to open ",[361,362,31],"strong",{},". You can also open a visit from the Bookings list or from a patient's workspace.",[357,365,366],{},"Entries without a patient open as calendar notes. Patient visits also show patient details and shortcuts.",[352,368,370],{"id":369},"update-visit-information","Update visit information",[357,372,373],{},"Depending on your permissions and whether the visit is locked, you can update:",[375,376,377,381,384,387,390,393,396],"ul",{},[378,379,380],"li",{},"date, start time, end time, or duration;",[378,382,383],{},"room;",[378,385,386],{},"primary provider;",[378,388,389],{},"additional users;",[378,391,392],{},"group or reason;",[378,394,395],{},"procedures;",[378,397,398],{},"the appointment note.",[357,400,401,402,405,406,409],{},"Click ",[361,403,404],{},"Save Changes"," when finished. If you opened the visit for a move, the button is labeled ",[361,407,408],{},"Confirm Time",".",[352,411,413],{"id":412},"status-and-check-in-flow","Status and check-in flow",[357,415,416,417,420,421,420,424,420,427,420,430,433,434,409],{},"Use the status control in the header to update the visit. The calendar supports statuses such as ",[361,418,419],{},"Unconfirmed",", ",[361,422,423],{},"Confirmed",[361,425,426],{},"Checked in",[361,428,429],{},"Completed",[361,431,432],{},"No-show",", and ",[361,435,436],{},"Canceled",[357,438,439],{},"When checking in a patient, confirm the patient and visit shown in the confirmation dialog. After check-in, the visit flow can record:",[441,442,443,449,454],"ol",{},[378,444,445,448],{},[361,446,447],{},"Arrived",";",[378,450,451,448],{},[361,452,453],{},"Start",[378,455,456,409],{},[361,457,458],{},"End",[357,460,461],{},"These times track the patient's progress through the visit. Each step may remain unavailable until the previous one is completed.",[357,463,464],{},"If the clinic uses automatic queue printing, checking in can open the patient queue print page.",[352,466,468],{"id":467},"notes-and-change-history","Notes and change history",[357,470,471],{},"The visit details window includes:",[375,473,474,480],{},[378,475,476,479],{},[361,477,478],{},"Notes",": review the comments attached to the visit and add a new comment;",[378,481,482,485],{},[361,483,484],{},"Changes",": review the record creation entry and later changes to visit fields.",[357,487,488,489,409],{},"Use the appointment note for scheduling context. Use the patient's Clinical Notes area for clinical information. See ",[490,491,39],"a",{"href":40},[352,493,495],{"id":494},"reschedule-a-visit","Reschedule a visit",[357,497,498,499,502],{},"You can change the date and time directly in Visit Details, drag the visit to another calendar time, or choose ",[361,500,501],{},"Reschedule"," from the actions menu.",[357,504,505,506,508,509,511],{},"When ",[361,507,501],{}," is selected, choose the destination date, time, room, or provider on the calendar and then click ",[361,510,408],{},". A patient notification may be requested when the move changes the scheduled visit details.",[352,513,515],{"id":514},"lock-a-visit","Lock a visit",[357,517,518,519,522],{},"Use ",[361,520,521],{},"Lock"," in the actions menu to protect a visit from unintended changes. Locked visits may not be editable or deletable. Users with the required administrative access may still be able to manage them.",[352,524,526],{"id":525},"patient-billing-and-follow-up-actions","Patient, billing, and follow-up actions",[357,528,529],{},"The actions menu can include:",[375,531,532,538,544,550,556,562],{},[378,533,534,537],{},[361,535,536],{},"Open Patient",": open the patient's workspace;",[378,539,540,543],{},[361,541,542],{},"Pay Debts",": record payment for an outstanding patient balance;",[378,545,546,549],{},[361,547,548],{},"Create Invoice",": start an invoice for the patient;",[378,551,552,555],{},[361,553,554],{},"Create Task",": create a follow-up task connected to the patient;",[378,557,558,561],{},[361,559,560],{},"Print Queue",": print the patient queue entry after check-in;",[378,563,564,567],{},[361,565,566],{},"Delete",": remove the visit after confirmation.",[357,569,570,571,573,574,576],{},"Actions appear only when they apply, such as ",[361,572,542],{}," for an outstanding balance or ",[361,575,560],{}," for a checked-in visit. Signatures may be unavailable in some clinic configurations.",[352,578,580],{"id":579},"delete-a-visit","Delete a visit",[441,582,583,586,589,594],{},[378,584,585],{},"Open Visit Details.",[378,587,588],{},"Open the actions menu.",[378,590,591,592,409],{},"Choose ",[361,593,566],{},[378,595,596],{},"Confirm the deletion.",[357,598,599],{},"Deleting a visit does not automatically remove a recurring time slot that provided its availability. Locked visits and visits outside your permissions may not be deletable.",{"title":601,"searchDepth":602,"depth":602,"links":603},"",2,[604,605,606,607,608,609,610,611],{"id":354,"depth":602,"text":355},{"id":369,"depth":602,"text":370},{"id":412,"depth":602,"text":413},{"id":467,"depth":602,"text":468},{"id":494,"depth":602,"text":495},{"id":514,"depth":602,"text":515},{"id":525,"depth":602,"text":526},{"id":579,"depth":602,"text":580},null,"Review a visit, update its details and status, or use related patient actions.","md",{},true,{"title":31,"description":613},"N9N-wDG-t8X7Keu4VT96fiDL9Ic0zzhXzrVsMlGGU_o",[620,622],{"title":27,"path":28,"stem":29,"description":621,"children":-1},"Use the calendar sidebar to schedule follow-up work and booking requests.",{"title":35,"path":36,"stem":37,"description":623,"children":-1},"Move through the schedule, change the layout, filter what you see, and print the result.",1784381103984]