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Reschedule, reassign, or miss a visit

Send a change request to the office with a reason.

When a visit cannot happen as planned, send it back to the office with a reason. The office reschedules or reassigns from there.

Send the change

  1. For an assigned visit: tap the visit on Schedule, then tap Reschedule / Reassign on the bottom sheet. For an offered visit: tap the offer, then Decline.

  2. Under Choose a reason, pick one:

    • Reassign Visit — another clinician should take it

    • Reschedule Visit — it should move to another time

    • Missed Visit — it did not happen

  3. Tap Select One in the reason field that appears and pick the closest reason.

  4. Add a sentence in Summary (optional) if the reason alone does not tell the story.

  5. Tap Submit. The screen shows Visit updated and returns to your schedule.

Note: Reschedule and reassign send the request to the office live, so they need a connection. If the submit fails, check Wi-Fi or cellular data and try again.

What happens next

The visit leaves your schedule, or stays with its actions removed and a label such as Awaiting reschedule, Marked missed, or Marked not needed. The office sees your reason and summary. If the visit comes back to you, it reappears as an offer.

If something goes wrong

  • Reschedule / Reassign is missing. The visit is past the point of changing — started, submitted, or complete. If you started documentation by mistake, call your office.

  • Submit is grayed out. A detail reason is still required. Pick a change type, tap Select One, choose a reason.

  • Wrong reason or wrong visit submitted. Call your scheduler; they can restore the visit or correct the reason on their side.

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