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The Reschedule Worklist keeps track of patients who need a new appointment time, for example when a provider is out. Send a provider’s appointments to the worklist, then work through the list and rebook each patient with Find Open Slots.
Premium Scheduling is a product for Premium EHR customers only. If you are interested in upgrading to the Premium EHR subscription to use this feature, click the I need help button to notify Elation and a member of the Elation Team will reach out to assist you. If you have Premium EHR and Reschedule Worklist does not appear under Reports, click I need help > Contact Elation Support.
Premium Scheduling is currently in early access and is only available to a select number of practices.

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Before you start

Sending an appointment to the worklist does not cancel it or free up the time. The appointment stays on the Calendar, and patients and other schedulers can still book into that provider’s open time. Before you send appointments to the worklist, create a Calendar Block for the time you are rescheduling so no one books into that window.

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Send a provider’s schedule to the worklist

1

Open the Reschedule Worklist

Click Reports in the navigation bar and select Reschedule Worklist.
2

Open the intake tab

Select Send a provider’s schedule to reschedule.
3

Choose the provider and window

Choose a Provider and set a Date range. The range can be up to 90 days. Optionally set a From time and To time to limit the window to part of each day.
4

Add a reason

Optionally enter a Reason / note. Elation adds it to each appointment you send.
5

Review the appointments

Elation lists the scheduled appointments in that window and selects them all. Clear the checkbox for any appointment you do not want to send. The count shows how many are selected, such as 12 of 15 appointments selected.
6

Send them to the worklist

Click Send [number] to reschedule, then click Send to worklist to confirm.
Send a provider's schedule to reschedule tab with a provider and date range chosen, five appointments selected, and a Send 5 to reschedule button Flagged appointments show Needs reschedule and the reason in the appointment details on the Calendar.

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Work the worklist

Select the Worklist tab to see every appointment marked Needs reschedule. Filter by Provider, Location, and Date range. Each row shows the Patient, Contact, Original date, Time, Provider, Type, Location, Reason, and Progress notes.

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Rebook a patient

  1. Click Reschedule on the row. Find Open Slots opens with the patient and appointment type locked, and the search filters filled in from the original appointment.
  2. Adjust the filters if needed and click Search.
  3. Click the new time and click Save in the appointment dialog.
Rebooking moves the appointment to the new time, clears Needs reschedule, and removes the row from the worklist. Worklist tab listing three appointments with patient, contact, original date, time, provider, type, location, reason, and progress notes, with the More actions menu open showing Add note and Remove from worklist

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Add a progress note

Use progress notes to record outreach, such as a voicemail left for the patient.
  1. Click More actions on the row and select Add note.
  2. Enter the Note and click Save note.
The latest note appears in the Progress notes column with a count of all notes.

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Remove an appointment from the worklist

If an appointment no longer needs to move, click More actions and select Remove from worklist, then confirm with Remove. The appointment stays on the Calendar at its original time.

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Frequently Asked Questions

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Does the worklist cancel the original appointments?

No. Sending an appointment to the worklist only flags it. Rebooking moves the appointment, and removing it from the worklist leaves it where it is. Create a Calendar Block first if you need to keep the time clear.

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Why is the Reschedule button greyed out?

The appointment has no appointment type, and Find Open Slots needs one to search. Open the appointment from the Calendar, set a type, and return to the worklist.

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What happens if someone moves or cancels a flagged appointment from the Calendar?

Elation clears Needs reschedule when an appointment is moved, cancelled, or deleted outside the worklist, so it leaves the list.