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Edit Visit Reasons

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Visit Reasons can be modified within the Calendar Settings function. Changes to the name and color of the Visit Reason will affect all past and upcoming appointments. Changes in duration will only affect appointments scheduled after the change is made.

Navigate to Calendar Settings

  1. Hover over the User icon and click on Practice Settings. The Practice Settings page opens.
  2. Click Calendar Settings. The Calendar Settings page opens.

Platform_Calendar_Settings.png

Edit a Visit Reason

  1. Click Visit Reasons. The Visit Reason page opens.
  2. Click on the Visit Reason you want to change. The Edit Visit Reason window opens.
  3. Make your desired changes to the name, duration, and color.
  4. Click Save when finished.

  Platform_Calendar_VisitReason_Edit.png