---
title: How to Complete Reconciliations
description: On the weekly appointment view, a list of patients to reconcile will be listed in pink.​
---

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January 8, 2026

# How to Complete Reconciliations

## On the weekly appointment view, a list of patients to reconcile will be listed in pink.

#### **Steps to Complete a Reconciliation**

1. Select the **week** view, then choose a specific **date.**
2. A list of pending reconciliations will appear in order of scheduled **Appointment time.**
   
   #### ![A screenshot of a outstanding patient reconcilation to complete, and a completed reconciled patient on a specific selected date](https://partners.auxita.com/hs-fs/hubfs/Knowledge%20Base%20Import/image-png-Feb-22-2024-09-42-35-0959-PM.png?width=155&height=219&name=image-png-Feb-22-2024-09-42-35-0959-PM.png)
3. In the top left, the **Prescriber** will appear, or you can select a prescriber from the dropdown menu if there is more than one in that facility.
4. On the right side of the list, click the **pencil icon** to edit each appointment that requires reconciliation.
5. Change the appointment status to either **Administered, Cancelled,** or **Not Administered,** choose the **Actual Eye** and add any notes about the patient to inform the Pharmacy. All **previous** appointment notes are shown in grey. 
   
   ![A screenshot of how a reconcile appointment would appear after clicking the pencil icon ](https://partners.auxita.com/hs-fs/hubfs/Knowledge%20Base%20Import/undefined-Feb-22-2024-09-41-52-8099-PM.png?width=306&height=364&name=undefined-Feb-22-2024-09-41-52-8099-PM.png)
6. Check the box **Supplied from ward stock?** If necessary, press **Save.**
7. A **check mark** or an **X** will appear once reconciliation is complete to indicate the status and whether the drug was administered or not.
   
   #### ![a status preview once a reconciliation is completed ](https://partners.auxita.com/hs-fs/hubfs/Knowledge%20Base%20Import/undefined-Jun-26-2023-05-04-16-0404-PM.png?width=95&height=175&name=undefined-Jun-26-2023-05-04-16-0404-PM.png)

**![undefined-Jun-23-2023-07-56-56-7490-PM](https://partners.auxita.com/hs-fs/hubfs/Knowledge%20Base%20Import/undefined-Jun-23-2023-07-56-56-7490-PM-Feb-24-2025-03-50-28-5222-PM.png?width=20&height=19&name=undefined-Jun-23-2023-07-56-56-7490-PM-Feb-24-2025-03-50-28-5222-PM.png)NOTE** In the **Status** column, a **check mark** indicates the appointment was administered. An **X** indicates the appointment was cancelled or Not Administered. 

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