It is extremely easy to use the drag or the resize options with the mouse for a quick change.
Clicking and holding the mouse down over an appointment, it is possible to drag it to a different time slot.
Moving the mouse to either the top or the bottom line of the appointment, the cursor will change into a double arrow, which means it is possible to resize the duration of the appointment.
If you require a more detailed editing or changing of any other parts of the appointment details, you can double click the appointment or right click and choose ‘Edit’ (or ‘Delete’ to erase the appointment).
Several options are available in order to create a new appointment.
1. Drag and drop: Drag a name from the patient list and drop it on the appropriate date/time slot in the scheduler. This means you click with the mouse on a name, and without releasing the click move the name and release it over the appropriate place in the scheduler grid. This will create a new appointment for the selected patient at the selected date and time. You can double click the newly created appointment if you need to add or edit the related information.
2. Double click: Double click the location of the correct date and time on the scheduler. This will open the ‘New Appointment’ dialog box with the correct start time (which you can change).
Fill out the needed information and click the save button. The new appointment will appear in the scheduler.
3. Right click: You can right click with the mouse over the date/time you need and from the popup menu you can choose ‘New Appointment’ or ‘New Recurring Appointment’. This will open the ‘New Appointment’ dialog box with the correct start time (which you can change). Fill out the needed information and click the save button. The new appointment will appear in the scheduler.
4. The fourth option to create an appointment is to do so from within the patient treatment page. Please refer to the appropriate help document.
Checking the ‘Recurrence’ box will open the extended form in which you can set any combination of appointment recurrence you need.