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Use quick actions on an appointment

Reschedule, write a note or send a message from the appointment, without leaving the calendar.

Table of Contents

Click an appointment, then click Quick Actions. The list includes:

  • Reschedule and Rebook.

  • Add Note, Add Alert and Add Treatment note.

  • Create Letter, Create Prescription and Create Activity.

  • Send Email, Send SMS and Send payment link.

Each action opens for that patient, and you return to the calendar when you finish.

Up next

Next, read Find a new time from the booking panel.