"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:
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:
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 |