Difference between revisions of "Moving an Appointment"
From Optisoft
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There are 4 ways you can move an existing appointment: | There are 4 ways you can move an existing appointment: | ||
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'''Drag and Drop''' | '''Drag and Drop''' | ||
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*Right click on the necessary time slot and choose Paste from the menu. The appointment should reappear in its new position. | *Right click on the necessary time slot and choose Paste from the menu. The appointment should reappear in its new position. | ||
*Please note, if you cut but then forget to paste, the appointment will be restored to its original position after 30 seconds. | *Please note, if you cut but then forget to paste, the appointment will be restored to its original position after 30 seconds. | ||
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| + | '''Update the Date''' | ||
| + | *Double click on an existing appointment and update the date field accordingly | ||
| + | *Please check where you are moving the appointment too is appropriate. | ||
'''Cancel and Re-book''' | '''Cancel and Re-book''' | ||
Revision as of 15:32, 25 February 2022
There are 4 ways you can move an existing appointment:
Drag and Drop
- Click and hold down the mouse button on an existing appointment.
- Whilst still holding the mouse button down, drag the appointment its new position.
- Let go of the mouse button and the appointment should move.
- Please note, you can only drag and drop onto the same Day/Week as you start on.
Cut and Paste
- Right click on an existing appointment to display the right click menu.
- Choose Cut from the menu. The existing appointment should disappear.
- Navigate to the new desired date and time.
- Right click on the necessary time slot and choose Paste from the menu. The appointment should reappear in its new position.
- Please note, if you cut but then forget to paste, the appointment will be restored to its original position after 30 seconds.
Update the Date
- Double click on an existing appointment and update the date field accordingly
- Please check where you are moving the appointment too is appropriate.
Cancel and Re-book
- Double click or right click on an existing appointment.
- Go to Status and choose a cancelled option.
- The original appointment should now disappear.
- Book a new appointment in the new position as required.
- Although technically not moving an appointment, this will ultimately have a similar effect, however, this method will alter you cancellation statistics and any Notes/Sources/Reasons will have to be re-selected. The cancelled appointments will also remain on that Patients Appointment History.
