Copy an Appointment

Version 14.19
Path: Clinical, Practice Management, or Billing tab > Schedule button > Calendar tab

Overview

In this article, you will learn how to copy an appointment. Copied appointments can be applied as a single appointment or recurring appointments.

Copy Appointments

  1. Click on the appointment you would like to copy.
  2. Right-click on the the appointment and select Copy appointment.

Note: You can also click the Copy button under the calendar to open the Copy Appointment window. You can copy appointments at an interval (days, weeks, months). If the Confirm each addition checkbox was selected, click Yes in the Copy Appointment Confirmation and Cancel to exit.

  1. In the calendar, locate the date and time where you'd like to copy the appointment.
  2. Highlight the new time slot, right-click, and select Paste Appointment.
  3. A pop-up window displays asking "Will you be making another copy of this appointment?"
  4. Click OK if you wish to copy the appointment again and paste or No to just paste the appointment.
Version 14.19
Path: Smart Toolbar > Schedule button > Calendar tab

Overview

In this article, you will learn how to copy an appointment.

Copy Appointments

  1. Left-click once to select the appointment.
  2. Click on the appointment you would like to reschedule and click the copy buttonunder the calendar.
    OR
    Right-click on the the appointment and select Copy appointment.

Appointment Schedule: Copy Appointment

  1. In the calendar, locate the date and time where you'd like to copy the appointment.
  2. Highlight the new time slot, right-click, and select Paste Appointment


Note: Appointments may be copied to a different date as well as a different provider.