Version 14.19
Path: Clinical, Practice Management, or Billing tab > Schedule button > Calendar tab
Overview
In this article, you will learn the three different ways to move an appointment:
Move Button
- Click on the appointment you would like to reschedule.
- Click the Move button under the calendar.
- The appointment will disappear from the schedule. The following will appear under the calendar in yellow: Moving Appointment.
- Find a new time slot in the calendar and click to select it.
- Click the Move button again. The appointment will now appear in its new time slot.
Drag and Drop
- Click on the appointment you would like to reschedule. Two red boxes will display and indicate that the appointment has been selected.
- Click on the top red box and drag the appointment to another time slot or provider column.
- Release the mouse where you want the appointment to appear.
Menu Option
- Click on the appointment you would like to reschedule.
- Right-click on the appointment and select Move-Appointment. The appointment will disappear from the schedule. The following will appear under the calendar in yellow: Moving Appointment.
- Find a new time slot in the calendar and click to select it.
- Right-click on the time slot and select End moving Appointment. The appointment will now appear in its new time slot.
Version 14.19
Path: Smart Toolbar > Schedule button > Calendar tab
Overview
In this article, you will learn how to move an appointment.
Moving an Appointment
- Click on the appointment you would like to reschedule and click the up arrow button under the calendar.
OR
Right-click on the the appointment and select Move appointment.
- The appointment will disappear from the schedule. The following warning will appear: Moving Appointment!
- Find a new time slot in the calendar and click to select it.
- The arrow will now be pointed downwards with the following warning: Moving Appointment!
- Click the down arrow button to move the appointment to the new time slot.
- The appointment will now appear in its new time slot.