<< Click to Display Table of Contents >> Navigation:  Scheduling Block > Editing Blocks

Changes may be made to a block's single occurrence, or to a block's series, when set as a recurring block. The block may be edited or removed entirely, depending on what needs to be done. To begin editing a block, select an existing one from the scheduling grid and then select Block from the action bar.

 

TruBridge EHR will then prompt, "This is a recurring block. Do you want to open only this occurrence or the series?" Select Open this occurrence to make changes to the block for the selected day and time, or select Open the series to make changes to the entire block from the date selected forward. Once a selection has been made, select OK from the action bar to continue, or select Cancel to return to the scheduling grid.

 

On the Scheduling Block screen, changes may only be made to the Recurrence Pattern section if the block is being edited for the series. The Range of Recurrence section may be edited if the block is for an occurrence or series, but only the begin and end times may be edited.

 

If needing to remove a block for an occurrence or series, it may be done by selecting Remove Block from the action bar. However, it may only be removed if there are no patients at the Scheduled or Check-In status for the block.

 

Once all changes have been made, select Update on the action bar.

 

NOTE: If appointments have been scheduled for the block being edited and it is moved to another day and/or time, the appointment day and/or time will remain unchanged.