Moving Appointments

The cut and paste functions provide a quick means of moving one appointment at a time from one clinician to another.

Note - Only single appointments for today or in the future, with the 'Booked', 'Arrived' or 'DNA' status may be cut and pasted.
  1. Select the Reception V360Appts_user_blue_20 button.
    The Reception view displays.
  2. Select from the Organisation drop-down list to view the clinician/clinic sessions at that organisation.
  3. In the appropriate session, select the appointment you want to move.
  4. Select the Cut button.
    Note - The appointment will remain in the original slot until pasted into a different slot.
  5. Optionally, if you want to paste the appointment into the book of a clinician in a different organisation, select the new organisation from the Organisation drop-down.
  6. Select an empty slot, followed by the Paste button.

    An alert displays "Are you sure you want to move the following appointment?".

  7. Select Yes to proceed.

    The appointment is pasted into the slot, along with any free text comments and booking information.

    A confirmation message displays.

    If the patient has given consent for a SMS reminder, a confirmation message with the new appointment automatically generates.

    Note - The Clipboard view allows you to move and reschedule multiple appointments across sessions and users.
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