Copy Appointment

Version 14.19

This window map article points out some of the important aspects of the window you're working with in OP but is not intended to be instructional. To learn about topics related to using this window, see the Related Articles section at the bottom of this page.

About Copy Appointment

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

The Copy Appointment window copies an appointment and applies the appointment to a different set of dates. Copied appointments can be applied as one appointment or multiple recurring appointments.

Copy Appointment Map

Number
SectionDescription

1

Start DateSets the beginning date of the appointment.

2

EverySets the numeric value for the appointment interval.

3

IntervalSets 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 DateSets 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.