Using the Clipboard

The appointment length and patient name is displayed to the right of the Clipboard.

WARNING: Appointments held on the clipboard will not be saved when the Appointment book is closed, but you will see a warning on screen when you attempt to close the Appointment book.

Purpose:

The clipboard is a quick and useful tool to set patient appointments because it is easily accessible from many windows and screens. It enables temporarily storage of patient appointments until practitioners can locate appropriate time/date slots.

Updates in EXACT v12.2:

• Searches for clipboard appointment/s are now conducted with the modern Search functionality, so it is possible to search for a single appointment and hold other appointments on the list.
• It is possible to delete appointments from the clipboard list (it is no longer necessary to drag them from either the clipboard or the hold list into the Green Rubbish bin).
• It is possible to add and edit clipboard appointments.

To list appointments in the clipboard

From the appointment book:

• Drag an appointment to the clipboard (moves the appointment to the clipboard)
• Right-click > Cut to Clipboard (moves the appointment to the clipboard)
• Right-click > Copy to Clipboard and Edit (copies the appointment to the clipboard)

From Add Patient or Edit Patient window:

• Select the Copy to Clipboard button.

Clipboard actions:

Right-click the clipboard, appointment length or patient name to view a context menu.

List multiple appointments on the Clipboard and click to cycle through them.

Drag a clip to the appointment book to create a booking.

Run an appointment search for one clipboard-listed appointment.

Run a Search All for purposes of co-ordinated appointments.

Double-click to edit the appointment.

Note that Clipboard appointments are simultaneously listed in the Hold List from where the Hold list functions apply: Edit, Search, Create New.

To search for a an appointment slot from the Clipboard

1. Click the Clipboard icon / name repeatedly until you see listed the appointment for which you want to search.
2. Either
   • Click the Search icon:

     

     or

   • Right-click the clipboard > Search.
3. When the Search dialogue opens, follow normal Search procedures as covered in Using the Appointment Search Window.
   

To search for ALL clipboard appointment slots

Right-click the clipboard and select Search All from the context menu.

The Appointment Time Search window is the same as for the Hold List Search All feature.

To delete an appointment from the clipboard

Either

• Right-click the clipboard and select Delete from the context menu.

  or

• Drag the appointment to the bin:

  

To add a new appointment from the clipboard

1. Right-click and select +1 to open the Add / Edit Appointment window.
2. Create or edit the appointment details.
3. From this window click the Copy to Clipboard button.

See also:

To Move an Appointment Using the Clipboard

To Move an Appointment Without Using the Clipboard

Appointment Search

NOTE: If an appointment listed in the Clipboard becomes deleted, invalid or completed, when you attempt to drag it to the appointment book you will see a message
'The corresponding planned treatment on the patient's chart tab has either been completed or no longer exists. Do you still wish to book this appointment?'
Click YES to still book the appointment and link it to the Chart tab. Click NO to not book the appointment.