The Appointments Clipboard

The Appointments Clipboard allows you to move an appointment without losing any details. It can be accessed from both the:

  • Reception View
  • Weekly View
Training Tip - The Appointments Clipboard displays in orange to alert you when it contains copied, moved or imported appointments.

When selected it displays to the right of your screen:

From the Appointments Clipboard you can:

  • See the details of any appointments that display, including the patient's phone number.
  • Drag and drop an appointment from the Appointments Clipboard to an available slot to schedule or reschedule it.
  • Delete an appointment, select Delete on the appointment no longer required.
Training Tip - If you log out while there are appointments on the Appointments Clipboard only moved and imported appointments remain available to all practice users, copied appointments are not retained.
Note – To print this topic select Print in the top right corner and follow the on-screen prompts.