Appointment Scheduler: Copy and paste appointments

Estimated reading: 2 minutes

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

  • Appointment – Schedule for Today
  • Appointment – Schedule Appointments
  • Appointment – Update Appointments  

Copy/paste appointments

  1. 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 
  2. Right-click the existing appointment or block > Copy.
  3. 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.
  4. Right-click > Paste.  
  5. Click Yes or No on the staff change message, if applicable. The message will display based on on restricted room use. 
  6. Update the new appointment/block, if needed. Example: notes, time units, etc. 
  7. Repeat steps as needed to make additional pasted appointments. 

Additional Information

  • 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 


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