Copying Appointments

If a patient needs to have another appointment booked, you can copy one of their existing appointments.

Note - Copying an appointment copies the patient information only and excludes any appointment comments.

To copy an appointment:

  1. From either the Reception, Weekly, or Day Views, right click on the appointment you want to copy to highlight it:

  2. The action toolbar displays:

    Select Copy to Appointments Clipboard .

    3. Important - Copying an appointment copies the patient information only and excludes any appointment comments.
    Note - Appointments can be copied to the Appointments Clipboard without replacing the previously copied appointments in the Copied tab.
  3. Locate the available slot required in the usual way, see Selecting a Specific Date or The Free Slot Search for details if required.
  4. Select Appointments Clipboard and the Appointments Clipboard pane displays:

    If required, select from the following options:

    • Clear all - Removes all the copied slots from the list.

    • Collapse - Toggle between a condensed list and a list with additional information.

    Training Tip - If you log out at this point any copied appointments disappear from the Appointments Clipboard.
  1. Drag and drop the copied appointment into the slot required, or highlight the required slot and select Paste without comments.

The booking confirmation message displays:

Note - The copied appointment remains on the clipboard until you close Appointments.
See Moving Appointments and Cancelling an Appointmentfor details

 

Copying Appointments (1.19)

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