Move Item to Clipboard

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

   

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

   

   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 button, to view the appointment.

   

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.

   

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

   

5. Click the Clipboard 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 button to view the appointment.

From the Special Bookings view

1. Select the Special Bookings 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 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.