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
- Select the patient. See - Select a Patient.
The Patient's Appointments view displays, and the Booked appointments section lists all future appointments. - Find the appointment you wish to move.
- 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 is not be updated automatically in the Patient's Appointments view. Select the Find Slots button to refresh. -
Select the Clipboard
button, to view the appointment.
Clinician List View
- Select the Clinician List
button.
The Clinician view displays. - Select the clinician from the Clinician drop-down.
The session displays. - Select the appointment that you want to move.
- Select the Move to Clipboard
button.
The appointment is removed from the list and a confirmation message displays.
- Select the Clipboard button, to view the appointment.
Reception View
- Select the Reception
button.
The Reception view displays. - Select the appointment.
- Select the Move appointment to Clipboard
button.
The appointment moves to the clipboard. - Select the Clipboard
button to view the appointment.
From the Special Bookings view
- Select the Special Bookings
button.
The Special Bookings view displays. - In the Booked appointments section find the appointment.
- Select the Move appointment to Clipboard
button.A confirmation message displays and the appointment moves to the Clipboard.
- Select the Clipboard 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.