Can I have your date of birth and your last name?
- Look up patient in system
- Locate patient's appointment
- Review notes for visit
Is appointment within 24 hours from now?
Review practice's notes
May I ask why you are rescheduling?
Review the rescheduling notes for each practice to determine if patient meets exceptions to being charged a fee:
Does patient meet any of the exceptions to being charged a fee?
Reschedule without charging a fee
- Cancel appointment
- Wave cancel fee
- Review patient notes and office notes for rescheduling
- Reschedule
- Send email to office and patient
- Close call
Inform patient of fee
Unfortunately, because you are rescheduling less than 24 hours before your appointment, you will be charged a fee of __________. Would you still like to reschedule the appointment?
Does patient want to reschedule
Reschedule and charge fee
- Cancel appointment
- Charge cancelation fee
- Review patient notes and office notes for rescheduling
- Reschedule
- Send email to office and patient
- Close call
Review patient's next visit with patient
- Review when appointment is
- Go over anything the patient needs to bring
- Close call
Reschedule and charge fee
Review the rescheduling notes for each practice:
When ready, complete the following steps:
- Reschedule appointment
- Review patient notes for rescheduling
- Reschedule
- Send email to office and patient