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Editing appointment details

  1. Click the Scheduling tab.
  2. On the schedule, do one of the following:
    • Double-click the appointment.
    • Right-click an appointment and select Edit details.
  3. In the Edit event details dialog box, update the details as needed.
  4. Do one of the following:
    • Click 
      Status
      titleUpdate event
      to save the changes.
    • Click 
      Status
      titleCancel
      to disregard changes.

Changing appointment status
Anchor
Changing appointment status
Changing appointment status

  1. Click the Scheduling tab.
  2. On the schedule, do one of the following:
    • Double-click the appointment. In the Edit event details dialog box, click the Status drop-down menu, select the desired status, and click
      Status
      titleupdate event
      .
    • Right-click an appointment, select Change status, and click the desired status.

      Tip
      The status icon will adjust accordingly, when using the mouse to hover over the appointment.


Editing appointment date and time

  1. Click the Scheduling tab.
  2. On the schedule, do one of the following:
    • Use the mouse to drag-and-drop the appointment to the desired date and time.
    • Double-click the appointment. In the Edit event details dialog box, use the Date and Start time arrows to adjust as necessary, and click

      Status
      titleupdate event
      .  

      Tip
      See: Setting date, time, and duration for more information.
  3. In the Confirm operation dialog box, do one of the following:
    • Click Yes to save the changes.
    • Click No to disregard changes.

Editing appointment duration

  1. Click the Scheduling tab.
  2. On the schedule, do one of the following:
    • Hover the cursor over the top or bottom boundary of the appointment, and use the resize cursor to drag-and-drop the appointment to the desired start or end time.
    • Double-click the appointment. In the Edit event details dialog box, hover the cursor over the top or bottom boundary of the yellow highlighted appointment in the right preview panel, and use the resize cursor to drag-and-drop the appointment to the desired start or end time.

    • Double-click the appointment. In the Edit event details dialog box, use the Duration slider bar to adjust as necessary, and click

      Status
      titleupdate event
      .  

      Tip
      See: Setting date, time, and duration for more information.
  3. In the Confirm operation dialog box, do one of the following:
    • Click Yes to save the changes.
    • Click No to disregard changes.

Changing a repeating appointment

Do

Editing repeating appointments

Tip
Repeating appointments, which are linked to a patient file, are created as individual instances. Adjust patient-specific, repeating appointments on an individual basis. 
When you update All instances of a repeating event, the entire series of appointments is deleted and then re-created,
  1. Click the Scheduling tab.
  2. On the schedule, do one of the following:
    • Double-click an instance of a repeating appointment.
    • Right-click an instance of a repeating appointment and select Edit details.
  3. In the Edit event details dialog box, update the details as necessary.
  4. Click the Update event button
    Status
    titleupdate event
    .
  5. In the confirmation Confirm operation dialog box, do use the drop-down menu to select one of the following:
    • Select This instance only and click the Ok button : Click OK to update only the one instance of the appointment being edited. Select
    • All instances

       and click the Ok button

      : Click OK to update all instances of the appointment.

    • Click the Cancel button to leave the appointment as is.
Note
    • Warning
      Selecting All instances will completely remove all previous appointments in the series, and re-create the series using the start date of the instance being edited.
For example, if you update a repeating appointment using the third instance of a series that has five instances, the first two instances are deleted and the third instance becomes the first instance with four instances following it.If you want to
    • Tip
      To maintain a series of repeating events with their original dates
, either edit
    • and times: (1) Edit the first instance of the series, or
edit any other instance and change the start date to the new date (e.g. the date when the first instance occurs).This applies only when you change the following event details: location, calendar, date, time, or repeat details. Changing other appointment details (e.g. description, duration, or summary) does not cause the series to be re-created.
    • (2) Select This instance only, delete All instances of future events in the series, and re-create the series.
    • Click Cancel to disregard changes.

Changing repeat patterns

Removing the repetition details of a repeating appointment

  1. Uncheck the Repeat check box to erase the repetition details and make the appointment non-repeating.

 

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