Appointment Menu Options

When the cursor is positioned over the schedule grid, clicking on the right mouse button displays the menu options illustrated below. Notice that the name of the patient whose appointment is currently selected appears next to the options that are appointment-specific.


Schedule tab right click option menu

Option Description

Refresh Appt

Updates the information on the Schedule tab.

Copy Appt

Copies information from a selected appointment into a new appointment for the same patient, after prompting you to select appropriate date, time, and other information. Most information can be selected from lookup screens. See Copy Appointments on the Schedule Tab for additional information.

Delete Appt

Deletes the currently-selected appointment. A system prompt asks if you are sure you want to delete; click on Yes to delete, No to abort the process. You should never delete an appointment that has already occurred.

Go to Appointments

Displays the Appointment Register screen containing information from the currently-selected appointment.

Move to my schedule

Moves the appointment from the current provider to the user's preferred provider as specified in Utility > Security > User Information. The provider on the associated orders and treatment record are updated as well.

Close Injury For

Closes the currently-selected injury. This option is also available from the right click menu on all of the Chart/Orders tabs.