Reschedule Tool

Find appointments affected by a day off

Search for every patient booked with an unavailable practitioner on a given date.

1. Open the Practitioner Unavailability dropdown and pick the practitioner who is out.
2. Click the Date of Unavailability button and pick the day they will be out from the calendar.
3. (Optional) Adjust Search Window (Days +/-) to widen or narrow how far the tool looks for open slots (1 to 30 days).
4. Click Find Affected & Suggest Alternatives. The button reads "Searching & Suggesting..." while it works.
5. When it finishes, a "Search Complete" toast appears and the Rescheduling Action Queue (N Pending) card lists each affected patient.

💡 Tip: If nothing is found, you'll get a "No Affected Appointments" toast — double-check the practitioner and date.

Review an affected appointment's details

1. In the Rescheduling Action Queue, find the patient row showing their name, the original appointment, and an "Action Needed" tag.
2. Click the row to expand it.
3. Read the Original Appointment Details box: Patient, Date, Service, Time, Practitioner, and a "Status: Practitioner Unavailable" line.

💡 Tip: Rows open one at a time — opening a new row closes the one you had open.

Reschedule a patient to a suggested slot

1. Expand the patient's row in the Rescheduling Action Queue.
2. Under Suggested Alternative Slots, review the offered times. Slots with someone else are tagged "(Different Practitioner)" in amber.
3. Click the option you want — it becomes highlighted with a ring around it.
4. Click Confirm Reschedule. (This button stays disabled until you select a slot.)
5. An "Appointment Rescheduled" toast confirms the move, and the row's tag changes to Rescheduled and moves into the Rescheduled Appointments (N) section.

💡 Tip: Confirming saves the new time to the appointment (it then shows on the Schedule page). Remember to actually phone the patient — the queue is built around contacting each person.

Handle a patient with no available slots

1. Expand the patient's row.
2. If nothing was found, an amber box reads "No alternative slots could be found based on the current criteria."
3. Increase the Search Window (Days +/-) number in the form above and click Find Affected & Suggest Alternatives again to try a wider net.

Read the Rescheduled and Failed sections

1. Scroll below the action queue.
2. The Rescheduled Appointments (N) section (green heading) lists patients you've moved — expand a row to see "Appointment Rescheduled To:" with the new time and practitioner.
3. The Failed/No Suggestions (N) section (red heading) lists patients the tool found no slot for. These need manual handling.