Copy/Paste Appointment

Copy and paste an appointment from the right-click menu of the Scheduling Calendar.

1. In the Scheduling Calendar, right-click the appointment and select Copy.
2. To paste an appointment on a different day, select Week in the View field to change the Scheduling Calendar view.
3. Select the day and/or time of the new appointment.
   • The calendar is color coded to indicate staff availability.
4. Right-click the new time slot and select Paste Appointment.
5. If copying from a recurring appointment, a message appears asking if the new instance should be an individual appointment or part of the series.
   • Copied appointments can be pasted to a different practitioner, as long as there are no conflicts. To paste to another practitioner, select that practitioner from the Filter list in the Scheduling Calendar view, and copy the appointment to their calendar.

► Registry Settings

• Enable Service Entry Restriction by Client Treatment Plan