Hold List

The Hold List is a temporary storage area for an appointment.

Appointments in the Clipboard are also listed in the Hold List.

From the Hold List you can

• Search for a single appointment slot from the Hold List (using the modern Search window).
• Co-ordinating multiple patient appointment slots from the Hold List (using the original Search).
• Edit a selected appointment
• Delete an appointment from the Hold List,
• Add an appointment to the list.

Because you can simultaneously search for co-ordinated appointments for multiple people, this is a means of booking family appointments.

NOTE:

Multiple appointments in the Hold list: If two or more appointments are placed on the hold list, then the original multi-appointment search function will be used. In all other cases the new single appointment search will occur.

Appointments placed in the Hold List are not saved when the appointment book is closed. If you try to close the appointment book and there are appointments in the Hold List, a warning will appear. You then have the opportunity to place these appointments in new slots or to click Yes and permanently delete them.

If an appointment listed in Hold List 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.

To add Appointments to the Hold List

Either

• Drag an appointment from the View Day area to the Hold List.
• Use the button at the bottom of the Hold List.
• From the Edit Appointment window, use the Cut or Copy to Clipboard buttons.