Edit Weekly Plans

You can easily change the weekly plans as needed.

  1. From the Appointments Setup menu select Weekly plans .
    See Appointments Setup Menu for more information.
  2. Select the plan you want to update.
  3. The Edit and Delete options display.
  4. Select the Edit button. The weekly plan displays.
  5. The following options are available:

    6. Drag the session to a different time, to change the start time.

    Right click on a session, this displays a menu with the following options:
    • Edit current template
      See - Editing Sessions.
    • Edit start time
      Change the session time manually, alternatively the session can be dragged to a different time.
    • Duplicate current template
      Rename and modify.
      For example, save as a Week 2 plan and amend accordingly.
    • Mark as busy
      Block time out.
      For example, a half day or non clinical meeting.
      See - Mark as Busy.
    • Copy
      Copy session to another day or time.
    • Delete
      Deletes session from the plan.
      This doesn't delete the actual session from the session list.
    • Sessions
      Add a session to the plan. Select from the frequent used session list or choose More... to display a list of additional sessions.
    • Paste
      This option appears after you select a session to copy.

    If you right click on an empty area of the plan, the following options display:

    • Mark as busy
      Block time out.
      For example, a half day or non clinical meeting.
      See - Mark as Busy.
    • Paste
      This option appears after you select a session to copy.
    • Sessions
      Add a session to the plan. Select from the frequent used session list or choose More... to display a list of additional sessions.

    Sessions can be inserted using the Add button at the top right of the view.

    The session list displays to the right of the plan, select a session and drag into the plan.

    Note - As soon as you select a session from the list, the session list moves out of view.

    Sessions can also be added via the right click menu. See - Right Click Menu.

    The Options menu at the top right of the screen has the following options:

    • Delete all
      This clears all the sessions / busy time from the current plan.
    • Show whole week
      If there are 7 days active, the full week displays.

    Note - A Conflict alert displays if you try to insert a session that overlaps another. Choose Remove to take out the existing session and proceed.
  6. Select the Save button at the bottom right to update the plan with the changes.

  7. The Weekly plans list displays.

  8. Select Save to save your changes, Reset to cancel any changes or Sort (A-Z) to reorder the list.

See Video Tutorials, Add Weekly Plans and Mark as Busy.
Note – To print this topic select Print in the top right corner and follow the on-screen prompts.