Quick Reference — To freeze or unfreeze an appointment slot

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Note: When you freeze a booked slot, the appointment is not cancelled and it is not moved to the Appts to Resched column of the Workflow Dashboard. When you unfreeze a slot, it becomes available for scheduling.

1. Display the Manage Appointments page: On the Main Menu, click Settings >Schedule. In the left menu,under Practice Links — Scheduling, click Manage Appointments.
2. Set filter fields to select search criteria for the appointment slots that you want to freeze or unfreeze.
3. Click Filter Appointments.
   The appointments that match your search criteria appear in the Appointment Slots table.
4. Check all slots for all providers? — Select this option to select all slots for all providers, or select the appointment slots that you want to freeze or unfreeze.
5. Freeze slots — Scroll to the bottom of the Appointment Slots table, and select the Freeze or Unfreeze option.
6. Freeze slots reason — If you selected the Freeze option, select the reason for freezing the slots from the menu.
   In the Appointment Slots list, frozen slots display a z in the Status column, and the freeze reason appears in the Notes column.
7. Click Change Checked Appointments.
   Frozen slots are unavailable for appointment scheduling and do not appear on the Schedule Appointment page. If a slot that contains a booked appointment is frozen, it continues to appear in the appointment schedule, but the slot is unavailable for future scheduling.