Repeating Appointments |
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Appointments can be made to repeat either individually or as a block by highlighting the appointment/s to repeat, and then clicking on the Repeating Appointment
This will display the window below:
Select the desired repeating interval from the popup menu, and enter the number of times you want the appointment to repeat in the field provided, then click the Save button.
Rules: 1). Patient appointments are never overwritten by a repeating non-patient appointment. 2). Non-patient appointments are always overwritten by another repeating non-patient appointment. 3). If two patient appointments are conflicting, you will be asked if you want to: 'Skip', 'Skip All', 'Replace' or 'Replace All'. 'Skip' leaves the existing appointment alone. 'Replace' will replace the existing appointment. 'Skip All' will leave all future patient appointments untouched. 'Replace All' will replace ALL future conflicting patient appointments.
Example: You have a breakfast meeting on the first Monday of each month.
1. Create a Type (if not already done) called Breakfast Meeting, and go to the date of the next meeting and highlight the appointments slots required. 2. Go to the Type drop down menu and select 'B'fast Meeting'. This will automatically mark the selected cells as that Type.
3. With the cells still highlighted, click on the repeating button. Select Every 4 Weeks from the popup menu, and enter 12 to make this appointment repeat for the next year. Deleting Repeating Appointments To delete a repeating appointment:
1. Highlight the appointment/s and click on the Repeating Appointment button. 2. Set the Repeat Interval to None, and then click Save. This will delete all future instances of the Repeating appointment. 3. Click on the Delete |