Move Item 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.

From the Patient's Appointments View:

  1. Select the patient. See - Select a Patient.
    The Patient's Appointments view displays.
  2. The Booked appointments section lists all future appointments.
  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 will not be updated automatically in the Patient's Appointments view. Click the Find Slots button to refresh.
  4. Select the Clipboard V360Appts_clipboard_blank_20 button, to view the appointment.

    V360Appts_Clipboard_Appt_in_Clipboard

From the Clinician List View:

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

    V360Appts_Clinician_List_Move_Clipboard

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

    V360Appts_Clinician_List_Move_Clipboard_Confirm

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

From the Reception View

  1. Select the Reception button.
    The Reception view displays.
  2. Click to select the appointment.
  3. Click the Move appointment to Clipboard button.
  4. Click 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, click the Move appointment to Clipboard button, next to the appointment you want to move.

    A confirmation message displays and the appointment is moved to the Clipboard.

  3. Click the Clipboard V360Appts_clipboard_blank_20 button to view the appointment.
  4. 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.