How to: Edit Existing Patients through the Scheduler
You can edit existing patients or family members through the Scheduler. Please follow the steps below to edit a patient.
Note: The Scheduler must be enabled on an account prior to use.
Please reach out to Teletask staff to enable this feature.
Please reach out to Teletask staff to enable this feature.
Note: In order to use the Family Appointments feature it must first be enabled in Settings.
For more information, visit: How to: Enable Family Appointments for the Scheduler
For more information, visit: How to: Enable Family Appointments for the Scheduler
- Log-in to: https://hms.teletask.com/, your email address is your username.
- Click on Scheduler
in the top menu bar.
- Select your clinic or office in the top left-hand corner.
- In the Search bar type the Name of the client that you are scheduling for the appointment.
Note: You can also search by Patient/Client ID, Family ID, Phone number and Date of Birth.- Click on the name of your client to select them.
- The Patient Summary page will appear.
- Select either Edit Patient or Edit Family.
Note: If Edit Family is not an option, the user is not part of a Family or the Family Appointments feature is not enabled.
- If choosing the Edit Family option, select the Edit button next to the client that you would like to edit.
- Update fields as applicable.
- To finalize any changes choose Save & Close
.
Note: If changing multiple family members choose Update. Once you have finished editing all of the members you can choose Save & Close to apply the changes.- You will receive the Patient Successfully Updated message to show the changes have been update.
Related Articles
Scheduler Page
Overview The Scheduler page allows you to create and schedule Patients for appointments. You can can check them in and out, or mark the appointments as missed. You can customize your scheduler experience and enable family appointments. ...How to: Create Group Appointments in the Scheduler
You can schedule a Group Appointment for multiple participants. This feature allows you to have one appointment on the calendar that multiple unrelated participants can attend. Typically, we see this used for education, trainings, meetings, or ...How to: View or Edit Existing Appointments through the Scheduler
You can view and edit all currently scheduled appointments for a client or for a family through the Scheduler. Please follow the steps below to view existing appointments. Note: The Scheduler must be enabled on an account prior to use. ...How to: Create or Edit Appointment Types for the Scheduler
Appointment Types are a way to distinguish one scheduled appointment from other. Appointment Types can be referenced in Merge Tags that are used in messages. Some examples of common Appointment Types are: Well Check, Follow-Up, Benefits Review, ...How to: Edit an Existing Contact or Client in a Contact Group
A contact profile is a record of a client/contact which includes their contact information, opt-in preferences, message history and additional details. The information in the contact profile may change over time and need to be updated or you may ...