Move Appointment to Clipboard

When you want to re-schedule an appointment, you can move it to the Clipboard.

Note - Only appointments for today or in the future, with the 'Booked', 'Arrived' or 'DNA' status may be moved to the Clipboard.

Patient's Appointments View

  1. Select the patient. See - Select a Patient.
    The Patient's Appointments view displays, and the Booked appointments section lists all future appointments.
  2. Find the appointment you wish to move.
  3. Select the Move appointment to Clipboard button.

    V360Appts_Patient_Appts_Move_Clipboard_Icon

    The appointment moves to the Clipboard, and a confirmation message displays.

    V360Appts_Clipboard_Moved_to_Clip_Confirmation

    Note - The slot that has now become free is not be updated automatically in the Patient's Appointments view. Select the Find Slots button to refresh.

  4. Select the Clipboard V360Appts_clipboard_blank_20 button, to view the appointment.

    V360Appts_Clipboard_Appt_in_Clipboard

Clinician List View

  1. Select the Clinician List button.
    The Clinician view displays.
  2. Select the clinician from the Clinician drop-down.
    The session displays.
  3. Select the appointment that you want to move.
  4. Select the Move to Clipboard button.

    V360Appts_Clinician_List_Move_Clipboard

    The appointment is removed from the list and a confirmation message displays.

    V360Appts_Clinician_List_Move_Clipboard_Confirm

  5. Select the Clipboard V360Appts_clipboard_blank_20 button, to view the appointment.

Reception View

  1. Select the Reception button.
    The Reception view displays.
  2. Select the appointment.
  3. Select the Move appointment to Clipboard button.
    The appointment moves to the clipboard.
  4. Select the Clipboard V360Appts_clipboard_blank_20 button to view the appointment.

From the Special Bookings view

  1. Select the Special Bookings V360Appts_star_yellow_20 button.
    The Special Bookings view displays.
  2. In the Booked appointments section find the appointment.
  3. Select the Move appointment to Clipboard button.

    A confirmation message displays and the appointment moves to the Clipboard.

  4. Select the Clipboard V360Appts_clipboard_blank_20 button to view the appointment.
Note - You can move multiple appointments by using by using SHIFT+Click for a block of adjacent appointments; or CTRL+Click for non-adjacent appointments; or click on the session name to select every appointment in the session.
See Reschedule an Appointment from the Clipboard, Remove Item from Clipboard and Move Multiple Appointments to the Clipboard for more information.
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