We are currently updating the OP Help Center content for the release of OP 14.19 or OP 19. OP 19 is a member of the certified OP 14 family of products (official version is 14.19.1), which you may see in your software (such as in Help > About) and in the Help Center tabs labeled 14.19. You may also notice that the version number in content and videos may not match the version of your software, and some procedural content may not match the workflow in your software. We appreciate your patience and understanding as we make these enhancements.

Copy Appointment

Version 14.19

About Copy Appointment

Path: Clinical tab > Schedule button > Calendar radio button > click appointment slot > Copy button
Path: Practice Management tab > Schedule button > Calendar radio button > click appointment slot > Copy button
Path: Billing tab > Schedule button > Calendar radio button > click appointment slot > Copy button

The Copy Appointment window copies an appointment in the Schedule and Practice Workflow and applies the appointment to a different set of dates.  Copied appointments can be applied as a single appointment or recurring appointments.

Copy Appointment Map

Number
SectionDescription

1

Start DateThe Start Date field sets the beginning date of the appointment.

2

EveryThe Every field sets the numeric value for the appointment interval.

3

IntervalThe Interval field sets the interval in day(s), week(s), month(s), year(s).

4

Staff/ResourceThe Staff/Resource field applies the appointment to the staff/resource member’s schedule.

5

End DateThe End Date field sets the last day for the appointment.

6

Confirm Each AdditionWhen the Confirm Each Addition checkbox is selected, a confirmation window will appear to verify that each date in the appointment range is correct.  If the checkbox is not selected, the appointments are inserted into the schedule without requiring confirmation. 

7

Appointment informationThe appointment information displayed above the Copy button displays the appointment details to ensure that all information is correct.

8

Copy buttonThe Copy button applies the appointment to the schedule.

9

Cancel buttonThe Cancel button stops copying the appointment and returns to the Schedule and Practice Workflow window.
Version 14.10

About Copy Appointment

Path: Smart Toolbar > Schedule button > Copy Appointment button

The Copy Appointment window copies an appointment in the Schedule and Practice Workflow and applies the appointment to a different set of dates.  Copied appointments can be applied as a single appointment or recurring appointments.

Copy Appointment Map

Number
SectionDescription

1

Start DateThe Start Date field sets the beginning date of the appointment.

2

EveryThe Every field sets the numeric value for the appointment interval.

3

IntervalThe Interval field sets the interval in day(s), week(s), month(s), year(s).

4

Staff/ResourceThe Staff/Resource field applies the appointment to the staff/resource member’s schedule.

5

End DateThe End Date field sets the last day for the appointment.

6

Confirm Each AdditionWhen the Confirm Each Addition checkbox is selected, a confirmation window will appear to verify that each date in the appointment range is correct.  If the checkbox is not selected, the appointments are inserted into the schedule without requiring confirmation. 

7

Appointment informationThe appointment information displayed above the Copy button displays the appointment details to ensure that all information is correct.

8

Copy buttonThe Copy button applies the appointment to the schedule.

9

Cancel buttonThe Cancel button stops copying the appointment and returns to the Schedule and Practice Workflow window.