Auto-Approve Patient Schedule Changes in Office Settings

To auto-approve a Patient’s Schedule Changes, go to Admin > Search Office > Edit Office. In the Edit Office page, select the Auto-Approve Patient Schedule Changes for Consumer Directed checkbox and save.

Activating this setting allows the system to immediately confirm/approve any Schedule Request Changes provided there are no conflicts. In addition, the visit must be at least 24 hours in the future and the Caregiver must be available for the requested date and time.

Patients and Patient advocates can view the Change Requests Status of on the Family Portal Schedule page. Once a Rescheduled visit is approved, the Visit Type becomes Scheduled and is moved to the new date and time. If a rescheduled visit is rejected, then the Visit Type indicated is Scheduled and is NOT moved to the new date and time.