Appointments
How do I reschedule or cancel an appointment?
Use Appointments or Schedule; in Integrated mode the change is made in Open Dental first.
Quick answer
Open Appointments or Schedule, find the appointment and choose reschedule or cancel. If you are Integrated, Sera makes the change in Open Dental first and then updates its own copy.
Steps
- Open Appointments or Schedule.
- Find the appointment and select it.
- Choose Reschedule or Cancel.
- Confirm the change. Sera shows it as done only once the change actually succeeded.
Every appointment change — from a call, from the console, or from an approval — runs through the same path, so the result is consistent no matter where it started.