Copying Appointments

If a patient needs to have another appointment booked, you can copy existing appointments to the Appointments Clipboard and then allocate them a new slot.

Copying a Single Appointment

To copy a single appointment in the Reception View screen:

1. From the appointment slot, select Options and then select Copy to Appointments Clipboard:

   

   Note - You cannot copy appointments that have a status of Seen, see Appointment Status - Overview.
   Important - Copying an appointment copies the patient information only and excludes any appointment comments.

2. Locate the available slot required in the usual way, see Selecting a Specific Date or The Free Slot Search for details if required.

3. Select Appointments Clipboard and the Appointments Clipboard pane displays:

   

   Note - Appointments can be copied to the Appointments Clipboard without replacing the previously copied appointments in the Copied tab.

   If required, select from the following options:

   • Clear all - Removes all the copied slots from the list.

   • Collapse - Switch between a condensed list and a list with additional information.

   Training Tip - If you log out at this point any copied appointments are removed from the Appointments Clipboard.

4. Drag and drop the copied appointment into the slot required, or highlight the required slot and select Paste without comments.

The booking confirmation message displays:

Copying Multiple Appointments

To copy multiple appointments:

1. From either the Reception, Weekly, or Day Views, right click on the appointment you want to copy to highlight it:

   

2. The action toolbar displays:

   

   Select Copy to Appointments Clipboard .

Important - Copying an appointment copies the patient information only and excludes any appointment comments.
Note - Appointments can be copied to the Appointments Clipboard without replacing the previously copied appointments in the Copied tab.
3. Locate the available slot required in the usual way, see Selecting a Specific Date or The Free Slot Search for details if required.
4. Select Appointments Clipboard and the Appointments Clipboard pane displays:

   

   If required, select from the following options:

   • Clear all - Removes all the copied slots from the list.

   • Collapse - Switch between a condensed list and a list with additional information.

   Training Tip - If you log out at this point any copied appointments are removed from the Appointments Clipboard.

5. Drag and drop the copied appointment into the slot required, or highlight the required slot and select Paste without comments.

The booking confirmation message displays: