---
title: "Open an appointment and edit its details"
description: "Open an appointment's panel to see the patient, the service, the documents and the history, and correct its details, mark it as a priority or send a reminder."
---

> Documentation Index
> Fetch the complete documentation index at: https://docs.getarbol.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Open an appointment and edit its details

Every appointment has a panel with everything you need: who's coming and how to reach them, who pays, what was booked and with whom, where the appointment came from and what happened to it. Open it when a patient calls to ask about their appointment or when something needs correcting.

## Before you start

- Every Agenda role can open and read an appointment.
- To edit it you need the **Recepción**, **Profesional** or **Administración** role. With **Consulta**, the panel says **Solo lectura** (read only).

## Open an appointment

Click the appointment on the **Agenda**, in the **Citas** tab of the patient's record, or in a professional's list of appointments. The panel opens on the right.

From top to bottom, the panel shows:

- **The status** of the appointment, **Urgente** if it's a priority and **Sobrecupo** if it was added beyond capacity. Below, the patient, the day and the time.
- **The patient's alert**, in amber, if their record has one.
- **Paciente** (patient): name, document, phone (with **Llamar** to call and **Recordar por WhatsApp** to remind by WhatsApp), email, payer and authorization. **Ver ficha** opens the patient's record.
- **Cita** (appointment): the service, the professional, the room or equipment, the reason, your organization's own fields and the notes. **Imprimir formato de cita** (print appointment slip) is here.
- **Documentos** (documents): the authorization or order attached to the appointment, if your organization uses them.
- **Origen e historial** (origin and history): how and when it was booked (on the agenda, by the WhatsApp agent…), with **Ver la conversación** (see the conversation) if it came from one, and every later change: reschedules, status changes with their reason and corrected details, with who did it.
- **Avisos y recordatorios** (notices and reminders): the emails and messages sent or due to be sent to the patient, with their outcome.

At the bottom are the buttons for what comes next: the next status (for example **Confirmar**), **Reprogramar** (reschedule) and **⋯** with the rest.

Every appointment has its own link: you can copy the browser's address and send it to a colleague on your team so they can open it.

## Correct an appointment's details

1. In the appointment's panel, click **⋯** and choose **Editar datos de la cita** (edit appointment details).

2. Correct what's needed: the phone, the email, the **Entidad / EPS**, the **N.º de autorización**, the reason, the **Observaciones** or your organization's own fields.

3. Click **Guardar datos** (save details).

The change shows in **Origen e historial** as **Datos de la cita actualizados** (appointment details updated). To change the time, the professional or the service, [reschedule the appointment](/en/agenda/reschedule-an-appointment/).

## Mark an appointment as a priority

Use it when a patient already has an appointment but it should be brought forward if a time opens up.

1. In the appointment's panel, click **⋯** and choose **Marcar como prioritaria** (mark as priority).

The appointment is marked **Urgente** and shows in **Lista de espera** › **Prioritarias**. To remove it, choose **Quitar prioridad** (remove priority) in the same menu.

## Remind the patient of their appointment

- **Recordar por WhatsApp**, beside the phone number, opens WhatsApp on your computer or phone with a reminder already written: the service, the day, the time, with whom and a question asking them to confirm. **Copiar recordatorio** (copy reminder) copies it so you can paste it anywhere.
- In **Avisos y recordatorios**, if your organization uses **Mensajes y recordatorios** and the appointment is in the future, **Enviar recordatorio por correo ahora** (send email reminder now) emails it (if the appointment has their email) and **Recordar por WhatsApp** sends it from your organization's WhatsApp (if it has their phone).

The patient also gets the automatic notices your organization has turned on.

## More actions in the ⋯ menu

- **Agendar otra cita** (book another appointment): opens **Agendar** with the same patient, service and professional.
- **Agregar sobrecupo a esta hora** (add overbooking at this time): adds another patient at the same time (see [Book an appointment](/en/agenda/book-an-appointment/)).
- Status changes, such as **Marcar no asistió** (mark as no-show) and **Cancelar cita** (cancel appointment) (see [Confirm, check in and mark as seen](/en/agenda/appointment-status/) and [Cancel an appointment](/en/agenda/cancel-an-appointment/)).

## Common problems

**It says «La disponibilidad o el registro cambió. Actualiza y vuelve a intentarlo» (availability or the record changed; refresh and try again).** Someone else changed the appointment while you had it open. Close the panel, open the appointment again, check what changed and make your change again.

**You don't see Editar datos de la cita.** The appointment is cancelled or seen, and can no longer be edited. Or your role is **Consulta**.

Source: https://docs.getarbol.com/en/agenda/appointment/index.mdx