Moving Appointments

Moving an appointment to a different time, day or clinician is simple.

To move an appointment from the Reception View or Current appointments screens:

  1. Right click on the appointment(s) you want to move to highlight them:

  2. The toolbar at the top of the screen displays, select Move via Appointments Clipboard.

  3. If you are in the Current appointments view, select the Reception View screen behind it to close.

  4. Select Open Appointments Clipboard and your moved appointments display on the Moved Awaiting Re-booking tab:

    Training Tip - If you log out at this point the moved appointments remain on the Appointments Clipboard.

  5. Find the appointment slot required and then drag and drop the moved appointments from the Appointments Clipboard to the new slot. All the associated comments move to the new date and time.

    Training Tip - Select Sort (A-Z) to sort the appointments alphabetically.
  6. If appropriate the following messages may display:
    • Slot Advisory Message - Displays if you attempt to move an appointment to a slot with a message, for example, Book on the Day only.
    • Days Prior Warnings - Displays if you move or copy an appointment to a slot with a days prior value set, for example, a book on the day slot. If Enforce days/hours prior restrictions is not selected in Preferences - General you can select an Override Reason from the Move Appointment screen:

    Select:

    • Yes to continue, or
    • No to cancel the move.

A booking confirmation message displays:

Note - To move appointments on the same day, from the Reception View, you can simply drag and drop them.
See Copying Appointments for details.

Video Tutorials

Copying Appointments (1.19)

Moving Appointments (1.18)

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