Moving Appointments using the clipboard

To move an Appointment using the clipboard

SUMMARY: Move the appointment into the clipboard, find an appropriate gap in the appointment book, then drag it from the clipboard into that gap.

Move the appointment into the clipboard by:
From the appointment book:
- Drag an appointment to the clipboard (moves the appointment to the clipboard)
- Right-click the appointment > Cut to Clipboard (moves the appointment to the clipboard)
- Right-click the appointment > Copy to Clipboard and Edit (copies the appointment to the clipboard)
From Add Patient or Edit Patient window:
- Select the Copy to Clipboard button.
The Clipboard will now show an item clipped to it, with the appointment length and the patient name displayed to the right:
Find a new suitable date and time for the patient then drag the appointment from the Clipboard to the required date and time in the appointment book area, using the same method described above.

When there is an item on the Clipboard, you can double-click on the Clipboard to open the Edit Appointment window.

An appointment made using this method will be saved back to the Clipboard, ready to be dragged to the required date and time.

NOTES:

It is important to remember that appointments held on the clipboard will not be saved when the Appointment book is closed. A warning will appear on screen should you attempt to close the Appointment book while appointments are on the clipboard.

Make it a habit to keep the clipboard empty when practicable, and to move items from the clipboard to their destination as soon as possible.

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.