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Managing a Visit

Updated over a month ago

How do you change an appointment type in FFD?

Submit a ticket to change the appointment type and/or Video or Audio call here.

Click here to create a ticket.

How to manage a visit in FFD?

The Manage Visit feature empowers RDs to take quick, informed actions on upcoming visits — whether it’s rescheduling, canceling, or reassigning a visit.

As part of recent updates, we’ve streamlined the reschedule and cancellation options to reduce confusion and improve scheduling efficiency.

In Foodsmart for Dietitians, select the Member's name to effectively manage the visit to reschedule or cancel the visit entirely.

Why We Made This Change

The previous list of reasons was too broad and often confusing for RDs to select from. This lack of clarity made it difficult for Foodsmart to understand the true reason for a cancellation or reschedule.

What are the new Cancellations Sub Reasons?

Key Update: Sub-Reason Layer for Cancellations

  • Each primary reason for cancellations now include a second layer of detail (sub-reason).

  • This ensures greater accuracy and helps determine the next best action for the Member and the RD.

Subcategories

Choose the appropriate subcategory to clarify the cancellation reason.

  1. Click in the Reason Box (*required)

  2. Select Sub Reason

  3. Add an optional Note

  4. Click Next

Confirm Cancellation

Click Finish to confirm the cancellation of the visit.

When to Select Reschedule or Cancellation Reasons (and Sub Reasons)

Certain reasons are specific to either reschedules or cancellations and will only appear as options in the relevant category. Other reasons may apply to both scenarios and will be available in both lists.

How to prioritize follow-ups?

When Your Availability is Limited

When your schedule is filled with new initial visits, it is essential to prioritize follow up visits with your existing Members to ensure that they do not experience long wait times.

In such cases, select the reschedule reason as Prioritize Follow-Up, allowing the initial visit to be assigned to an RD with greater availability.

  1. Select the Members name

  2. Click on Manage visit

  3. Click on Reschedule visit

  4. Click on I want Foodsmart to reschedule for me

  5. Choose the Reason as Prioritize Follow up

  6. Click Done and Confirm the will be released to the Overbooking Queue

Note about Appointment Reminders:

Members will not be informed of your name prior to their initial visit unless they specifically booked their appointment with you. Therefore, if you opt to reschedule an appointment with another RD, the Member will not receive notification regarding this change.

How to identify initial visits?

Easily Spot Initial Appointments

To help RDs quickly identify initial visits, we’ve added a simple visual indicator:

A star icon now appears next to all initial visits. This small but powerful update allows you to:

  • Instantly recognize which visits are initial visits

  • Make faster decisions about prioritization or rescheduling

  • Streamline your workflow when managing your schedule

How Do I Freeze and Unfreeze Slots?

Freeze (block) a slot to remove capacity in your schedule

  • Go to the date/time you want to block on your schedule

  • Click into the slot

  • Hover over the three dots

  • Confirm YES to the prompt to freeze this time slot

  • Review the date/time on your calendar to confirm the slot is now blocked

Unfreeze (Create) a slot to add capacity to your schedule

  • Go to the date/time you want to open on your schedule

  • Click into the slot

  • Hover over the three dots

  • Confirm YES to the prompt to unfreeze the slot

  • Review the date/time on your calendar to confirm it is now available

**Capacity for seeing patients in specific states is based on your active licenses in Medallion (or pending license if IL), as well as completion of various trainings and Medicaid Provider Enrollments applications**

Freezing and Unfreezing Multiple Slots

Can an RD cancel another RD's appointment?

In FFD, an RD is able to schedule and cancel appointments on another RD's calendar based on the circumstances, and the members preferences and availability

  • The appointment that was canceled may be a duplicate and the member has elected to continue appointments with another RD

  • The member had several no shows and the RD is canceling the future appointments based on our policy

  • The member had specific needs and/or preferences

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