Appointment retention guidelines

"Retention" here refers to cases where an appointment is moved, cut, copied or opened, and whether in these situations the booked provider rules and the colour status rules are kept intact.

NOTE: In actions with past appointments there is no retention.

Retention for Booked Provider Identifier Colour

i.e. In what circumstances is this vertical coloured bar retained:

BookedProviderIndicator2

Appointment Workflow

Retained?

Dragged to same provider

Yes

Dragged to different provider

Yes

Double Left click appointment Edit (Cut)

Yes

Double Left click appointment Edit (Copy)

No

Right click cut to clipboard

Yes

Right click copy clipboard

No

Dragged to follow up and dragged back to appointment book

Yes

Dragged from cancelation

Yes

Dragged from contact lists

Yes

Dragged from Recalls

No

Dragged to hold list and back to appointment book

Yes

Dragged to hold list then follow up then to appointment book

Yes

Booked appointment from Workflow sidebar

No

Cut to clipboard, moved to follow-up then to appointment book

Yes

Copy to clipboard, moved to follow-up then to appointment book

Yes

Actions with past appointments

No

Retention for Colour Status Rules

i.e. in what circumstances does the whole appointment block retain its colour:

ColourRetention

Appointment Workflow

Retained?

Dragged to same provider

Yes

Dragged to different provider

Yes

Double Left click appointment Edit (Cut)

Yes

Double Left click appointment Edit (Copy)

No

Right click cut to clipboard

Yes

Right click copy clipboard

No

Dragged to follow up and dragged back to appointment book

No

Dragged from cancelation

No

Dragged from contact lists

No

Dragged from Recalls

No

Dragged to hold list and back to appointment book

Yes

Dragged to hold list then follow up then to appointment book

No

Booked appointment from Workflow sidebar

N/A

Cut to clipboard, moved to follow-up then to appointment book

No

Copy to clipboard, moved to follow-up then to appointment book

No

Actions with past appointments

No

See also...

Using Appointment Colour Status

Appointment Statuses, Icons and Triggers

Next >>

Configuring Appointment Colour Status