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Appointment Management
After you have set up your Appointment Book, schedule appointments and send reminders.
Scheduling Appointments
Use Pracsoft to book future appointments and record services provided without an appointment, for example, fit-in appointments for walk-in patients.
Copy Appointments
You can copy-and-paste an appointment into a different time slot or between appointment books.

Appointment Management
After you have set up your Appointment Book, schedule appointments and send reminders.
- Scheduling Appointments
  Use Pracsoft to book future appointments and record services provided without an appointment, for example, fit-in appointments for walk-in patients.
  - Standard Appointments
    Schedule an appointment for a new or existing patient.
  - Fit-in Appointments
    Add fit-in appointments for patients without an appointment who are seeking medical attention.
  - Recurring Appointments
    Schedule recurring appointments for a patient.
  - Telehealth Appointments
    Set up a Telehealth appointment for a patient.
  - Non-Patient Appointments
    Add non-patient appointments to the Appointment Book.
  - Reserved Appointments
    A reserved appointment is a time slot that is kept unbooked for any reason.
  - Reschedule Appointments
    Reschedule an appointment to an alternative time slot by drag-and-drop or cut-and-paste.
  - Patient Alerts
    Alerts display important information about a patient.
  - Copy Appointments
    You can copy-and-paste an appointment into a different time slot or between appointment books.
  - Delete Appointments
    Delete appointments that are no longer required.
- Searching Appointments
  Search for recorded appointments.
- Recalls in Pracsoft
  Patient recalls can be associated to appointments.
- Email Appointment Reminders
  Send emails to patients to remind them about appointments.
- Display SMS Message Status in the Appointment Book
  Display the status of SMS messages to patients and their replies in the Appointment Book.
- Printing Appointments
  Print patient appointments.
- Managing Appointment Books
  A default Appointment Book is provided with Pracsoft.
- Appointment Book Reference

Copy Appointments

You can copy-and-paste an appointment into a different time slot or between appointment books.

About this task

You can copy-and-paste one appointment at a time. You can't copy multiple appointments simultaneously.

Procedure

Open the Appointment module. Either:
- Click Appointment Book.
- Select Waiting Room > Appointment Book.
If you have multiple Appointment Books in use, select the Appointment Book you want to use via the associated drop-down list.
Select the practitioner for whom you want to delete an appointment from the list of practitioners.
Click the appointment you want to copy.
- Right-click the appointment. Click Copy.
- Press Alt + Insert.
Click the time slot to which you want to copy the appointment.
- Right-click the appointment. Click Paste.
- Press Shift + Insert.
If you use Clinical and the patient has current due recalls, the Patient Attendance window displays the patient's current active recalls from their record in Clinical. Active recalls have due dates in the last three months, today, or next month. Set the recalls the patient is attending for. Click OK.

Tip:
The Reason column is displayed only to users with permission to view it, granted via the Show Recall Reasons check box in User Details.
If the appointment is a Telehealth appointment, confirm that you want to create a new Telehealth appointment.

Results

A copy of the appointment is created in the selected time slot.