Move (cut) or Copy an appointment from one book to another.
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Click the navigation menu > Appointments
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Find the appointment that you wish to move
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Right click in the appointment slot
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Click Cut or Copy if you wish for this appointment to remain in the current book as well
- Select the book from the Single Book View for drop list where you will move this appointment
- Right click in the required appointment slot
- Click Paste
- Right click in the appointment and Modify Slot
- Change the provider to the current provider name from the Provider List
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- Alternatively, you can drag and drop to another book, if the other book is in view:
- Click (and hold) then drag the appointment to the desired slot.
- The callout note will include date, times that are available
- Click ESC to cancel what you are doing
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