Appointment Scheduler: Copy and paste appointments
Use copy/paste of appointments or blocks to quickly setup:
- Follow-up visits. Example: pickup appointment from an earlier drop off.
- Recurring appointments
- Recreate blocks that do not coincide with a recurring block pattern.
Before you start
Security
- Appointment – Schedule for Today
- Appointment – Schedule Appointments
- Appointment – Update Appointments
Copy/paste appointments
- Navigate to the appointment using any of the following:
- Toolbar > Appointment Scheduler
- Patient Clipboard > Client or Patient Appointment tab right-click menu
- Daily Planner Appointments tab
- Right-click the existing appointment or block > Copy.
- Select the beginning of the appointment time to paste to. Use Today, Previous Day, Next Day, or Go To Date, to find the appointment time, prior to selecting.
- Right-click > Paste.
- Click Yes or No on the staff change message, if applicable. The message will display based on on restricted room use.
- Update the new appointment/block, if needed. Example: notes, time units, etc.
- Repeat steps as needed to make additional pasted appointments.
Additional Information
Copy/paste
- You can also use CTRL + C and CTRL + V for copy/paste.
- Pasted appointments and blocks display as Added (new entries) on the appointment audit report.
- Copied appointments that are confirmed are pasted as unconfirmed. The confirmed on date is reset to 00/00/00.
- Pasted appointments made in error can be deleted. Select Neither as the reason and clear Add this appointment to tickler file.
- Invoice items from a copied appointment will be included in the pasted appointment.
- Notes from a copied block will be pasted into pasted blocks.
Related Reports
- Appointment Audit report
- Appointments Report
- Appointments Report – Summary
- Tickler File report
