Copying Appointments

This feature provides a convenient way to duplicate most of the information in the appointment onto a different schedule, date, or time.

Note: There can be only one appointment for a particular patient, date and time.

To use Copy to make a follow-up appointment, see Copying for a Follow-Up Appointment.

In the following situations, the methods below may be more efficient than copying an appointment:

To allocate a visit to multiple staff, edit the Sched For column in the orders area for that appointment.
- Click Sched For in the orders grid and type or select the ID you want.
- Staff can then easily view what needs to be done from the Orders or Clinical Work Area screens.
When you want to create multiple future visits of the same type, do not use Copy; see Recurring Appointments.