Clinic Appointment Move/Delete

Move or delete one or more clinic appointments simultaneously.

• Appointments can be moved within the same clinic or to a different clinic.
• This form display is controlled through the Enable Clinic Scheduling Functionality registry setting.
• To move appointments to a different site, both sites must have the same time slots defined in the Site Registration form.

1. Go to: Avatar PM > Appointment Scheduling
2. Select the Site of the current appointment from the drop down list.
3. Enter the Date of the appointment to be moved or deleted.
4. In the Move/Delete field, choose to move or delete the selected appointment.
   • If Move is selected, select the Site to which appointment is being moved to from the Move To Site drop down list. Enter the Move To Date that the appointment is being moved to.
5. 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# and select the appropriate client from the list.
     • 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.
6. In the Appointment Selection Default field, choose to automatically include All or None of the appointments in the Appointment Move/Delete screen.
7. 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.
8. Click Delete/Move Appointment to delete or move the selected appointments.

► Registry Settings

• Enable Clinic Scheduling Functionality

► SQL Tables

• SYSTEM.audit_deleted_appointment