The Appointment Details pop-up window serves as a convenient hub for viewing the appointment history, messaging the client, and managing the appointment from one location. It can be accessed from the Calendar, Front Desk, and Client Modal Features.

After opening the appointment details pop-up, the screen should look like this:

To activate the Appointment Details pop-up, follow these instructions:

From the Calendar: Click on an appointment square within the calendar, and click “View Appointment” from the menu that appears.

From Front Desk: Click on an appointment from the front desk, and select “View Appointment” from the menu tab that appears.

From the Client modal: After opening the client modal for a client, navigate to the “Appointments” tab, and locate the appointment you wish to view details for. Click on the date to activate the appointment details pop-up. (Blue text under the Appointment Column)

At the bottom of the appointment details pop-up window, there is a table containing the appointment scheduling history, including the appointment status and times the status was updated, the time of its initial scheduling, and whether the status was updated from SKED admin, New Patient Portal or the office’s EHR.

Tip: If the appointments are pending or failing to be pushed into your EHR, please contact the Support Team for assistance.

Click “Send Message” to open the SMS thread between your office and the patient.

Click the text bar at the bottom of the SMS thread to type in a message to send. Once you have composed the message, click the green “Send’ button on the bottom left of the page.

Tip: You can include emojis and attachments in the message with the smiley face icon or paper clip icon.

To reschedule an appointment or change its appointment type, click the “Reschedule” button and a new pop-up window will activate.

Click “Mark as Missed” at the top of the appointment details pop-up to signify the patient has missed the appointment.

Click the “Mark as Scheduled” button at the top of the pop-up window.

Note: This button shares the same location as the “Mark as Missed button” and will only appear if the appointment has been missed and the office wants to reset it.

If the appointment needs to be cancelled, you can press the red button at the top of the pop-up window. You may need to click this if a patient requests to cancel an appointment after the cancellation cutoff limit, or your office restricts the patient's ability to cancel from the app.

Once you click on Cancel appt, the office can write a reason for cancellation that will populate the EHR. Click Submit to finalize canceling the appointment.

The office can also reference the reason for the cancellation when looking at the Appointment Details Pop-up.

The most common reason an appointment fails is that the office’s EHR rejected it because the day was closed or overbooked. Opening and closing hours need to be added to the SKED Provider Schedule or Special Office hours to be seen in the app and online portals.

Click Reschedule to change the appointment type and keep the same time, then click Save.

The most common reason appointments are pending is because there is a disconnection between SKED and the office’s EHR. For server-based offices, you’ll want to ensure an there is an internet connection and the server computer is on. If your EHR is online and appointments are still pending, please reach out to the SKED Support Team for assistance.

Please reach out to the Support Team, and we can assist in auditing all appointments to ensure it’s correct.