Bluechip User Guide
Rescheduling Appointments

1.      Ensure you have elected to access to the Outlook® Style Appointment Book, via Practice Explorer Preferences.

2.      From the Bluechip main window, click   The Practice Explorer appears.

3.      Within the Practice Explorer Margin Menu, select the Appointment Book. The Appointment Book window appears.

 

4.      Locate the appointment you wish to reschedule, and then either:

o      Double-click the appointment, or

o      Right-click the appointment and select Open from the menu that appears, or

o      Click and drag the appointment to a new available slot. This action can be performed across a single doctor's appointment time line or between multiple practitioners. If you choose this method, you have finished rescheduling the appointment, and need not continue with the steps below.

 

The Reschedule Appointment window appears.

5.      Modify the date for the appointment in the Date field, via one of the following methods:

o      Manually enter a date.

o      Select a date from the calendar by click the associated button.

o      Find a free slot in the appointment book for the selected Practitioner by clicking

o      Find a free slot in the appointment book for other Practitioners by clicking the Find Slot button.

 

6.      Modify the appointment time in the Time field or use the clock button to select an appropriate time.

7.      (Optional) Modify the priority for the booking. This is necessary only if there is a double-booking.

8.      (Optional) Modify any relevant comments in the Comments field.

9.      Click to save the modified appointment. You are returned to the Appointment Book window, where the updated appointment details are now available.