Edit Weekly Plans

You can easily update the weekly plans as needed.

1. From the Appointments Setup menu select Weekly plans .
   
   See Appointments Setup Menu for more information.
2. Select the plan you want to update.
3. The Edit and Delete options display.
4. Select the Edit button. The weekly plan displays.
5. The following options are available:
Drag Session

Drag the session to a different time, to change the start time.

Right Click Menu
Right click on a session, this displays a menu with the following options:
• Edit current template
  See - Editing Sessions.
• Edit start time
  Change the session time manually, alternatively the session can be dragged to a different time.
• Duplicate current template
  Rename and modify.
  For example, save as a Week 2 plan and amend accordingly.
• Mark as busy
  Block time out.
  For example, a half day or non clinical meeting.
  See - Mark as Busy.
• Copy
  Copy session to another day or time.
• Delete
  Deletes session from the plan.
  This doesn't delete the actual session from the session list.
• Sessions
  Add a session to the plan. Select from the frequent used session list or choose More... to display a list of additional sessions.
• Paste
  This option appears after you select a session to copy.
If you right click on an empty area of the plan, the following options display:
• Mark as busy
  Block time out.
  For example, a half day or non clinical meeting.
  See - Mark as Busy.
• Paste
  This option appears after you select a session to copy.
• Sessions
  Add a session to the plan. Select from the frequent used session list or choose More... to display a list of additional sessions.
  
Add Sessions

Sessions can be inserted using the Add button at the top right of the view.

The session list displays to the right of the plan, select a session and drag into the plan.



Note - As soon as you select a session from the list, the session list moves out of view.

Sessions can also be added via the right click menu. See - Right Click Menu.


Options Menu
The Options menu at the top right of the screen has the following options:
• Delete all
  This clears all the sessions / busy time from the current plan.
• Show whole week
  If there are 7 days active, the full week displays.
  



Note - A Conflict alert displays if you try to insert a session that overlaps another. Choose Remove to take out the existing session and proceed.
6. Select the Save button at the bottom right to update the plan with the changes.

   

7. The Weekly plans list displays.

8. Select Save to save your changes, Reset to cancel any changes or Sort (A-Z) to reorder the list.

   

Updating Rows

The following notifications display on the screen when additions, modifications and deletions are made:

• Addition - Adding a new row.

• Modification - Modifying an existing row.

• Deletion - Deleting rows.