Confirmation Status

In the Appointments Module, a small circle can be added to an appointment box to indicate an appointment's confirmation status (e.g. confirmed, unconfirmed, etc).

To show the confirmation circle, Confirmed Color must be added to the Appointment View.

Confirmation statuses can be created and customized in Definitions: Appt Confirmed.

Changing Confirmation Statuses

The default appointment Confirmation status, assigned to newly created appointments, is the first status in the Definitions: Appt Confirmed list. A confirmation status can be changed in a variety of ways:

Only users with the Appointment Confirmation Status Edit security permission can change the confirmation status. Changes to confirmation status are logged in the Audit Trail.

Rescheduling Appointments

When an appointment is rescheduled, consider updating the confirmation status.

If an appointment is scheduled on a future date, and has a status other than the default, and the appointment is moved to a new time the same day, users are prompted to reset confirmation status.

Click Yes to reset the confirmation status to the default, or click No to maintain the current status.

If an appointment is rescheduled from the Pinboard (either to the same day or a different day), the status is reset to the default without receiving the prompt.


When an appointment has been sent an eConfirmation text, and the appointment is rescheduled (either to the same day or a different day), users are prompted to resend the eConfirmation.

Click Yes to send a new eConfirmation (recommended). Click No to do nothing. If the patient attempts to confirm the previous appointment time, they will receive an error.