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.
See Reschedule an Appointment from the Clipboard, Remove Item from Clipboard and Move Multiple Appointments to the Clipboard for more information.
Note – To print this topic select Print
in the top right corner and follow the on-screen prompts.
