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Appointment Move/Delete

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Delete or move appointments from one practitioner to another. Changes to individual appointments do not affect group appointments.

  • This form filters appointments based on the sub-system code/program association and site codes based on permissions assigned in the User Role/User Role Definition forms.
  • Site names are maintained in the Site Registration form. Staff member availability is maintained in the Staff Members Hours and Exceptions form.
  • Staff names and service codes are maintained in Avatar PM.
  • Appointment Move/Delete provides the ability to overbook appointments. Overbooking access must be granted in the User Definition form.
  1. Go to: Avatar PM > Appointment Scheduling > Appointment Move/Delete
  2. Enter the Name or ID# of the practitioner associated with the appointment, and select the appropriate practitioner from the list.
  3. In the Individual Or All Sites field, select if the inquiry is for an individual site or for all sites.
    If Individual is selected, select the appropriate Site from the drop-down list.
  4. Enter the Appointment Start Date and Appointment End Date.
  5. In the Move/Delete field, choose to move the selected appointment to another practitioner, or delete the appointment.
    If Move is selected, enter the name or ID# of the practitioner to move the appointments to. Select the appropriate staff member from the list.
  6. In the Individual Or All Clients field, select if the inquiry is for a single client, or all clients associated with the practitioner.
    If Individual is selected, enter the Client Name or ID#. Select the appropriate client from the list.
  7. In the All Episodes field, select Yes to include all episodes or No to include a specific episode. 
    If No is selected, select the Episode Number from the drop-down list.
  8. In the Posted Appointments field:
    • Select Yes to include posted appointments in the Appointment Move/Delete screen, if the associated service has already been deleted.
    • Select No to filter out posted appointments.
  9. In the Appointment Selection Default field, choose to automatically include All or None of the appointments in the Appointment Move/Delete screen.
  10. Click Appointment Select to display the Appointment Move/Delete screen. Select the appointments to move or delete and click OK. Click Cancel to close the screen.
  11. Click Delete/Move Appointment to delete or move the selected appointments.
► See Also
► SQL Table
  • SYSTEM.audit_deleted_appointment