Scheduler: Drop a Schedule or Group Session

You can drop the patient from a schedule or group session when the session(s) no longer applies. If the patient was assigned to a schedule, the entire schedule must be dropped. If the patient was assigned to individual Group Sessions, those sessions or occurrences can be ended individually. 

Drop Schedule or Individual Group Session

You can drop Group Sessions or Schedules from the Scheduler tab or from the Scheduler on the patient chart by clicking on the calendar icon. 

1. Double-click on the Group Session tile (or click the Edit icon from the Group Session tile).
   
   
2. From the Patients section, click the Edit button next to the patient you'd like to drop.
   
   • Group Schedule: If the patient was assigned to this session through a Group Schedule, click the Drop button. This will automatically set the End Date to today and End Time to now and drop the patient from the schedule.
     
     
     • If the Schedule hasn't started yet (e.g., the Start Date is in the future) you can click the Delete button. This will remove the Schedule from the patient and drop them from all sessions in the schedule.
       
       
   • Group Session: If the patient was assigned to this session through an individual Group Session, scroll to the right and click the Drop button to remove the patient from this individual occurrence.
     
     • If you'd like to remove the patient from a single occurrence (e.g., Wednesdays), click the Drop Patient icon to remove the patient from that occurrence and click Save.
     • You can also use the Delete icon to remove the patient from an individual occurrence if the start date is in the future and click Save.
       
     • You can also add an End Date and End Time for the Group Session (if the date is in the future). The patient will be automatically dropped from all occurrences of this session after this date and time. Click Save.
       
       

Discharge Patient

Discharging a patient will automatically end all Group Session and Group Session Schedule occurrences and the related appointments will be automatically removed for any dates after the patient's discharge date.