How to Schedule Recurring Appointments 🎥

Mary Jane
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Group Schedule Multiple Appointments.

Using one of the shortcuts to display the appointment window, locate the Recurring field and select Yes. Further define the date range, frequency and the day of the week.

 

Recurring_Appointments.png

 


Once the appointments are scheduled, a Recurring Appointments Statistics report will run and indicate if there are any conflicting appointments already booked at that time.

 


Recurring_Appointments_Statistics.png

 

 Note:  If you close this report window you cannot open it again.

 

If conflicts display, select the icon to the left of the conflict to view more options. 

 

Recurring_Conflict_Options.png

 

Learn more about the menu options
View Appointment

See the full appointment details window with the ability to modify the individual or all recurring appointments.
Other Times that Day

See other booking appointments available on the same day.

Cancel

Cancel the single appointment.
 

You can also select the Appointments_Report_Link.png  link to create a PDF list of the patient's upcoming appointments. Here is an example:

 

Appointment_Report.png

 

 

Cancel a recurring appointment

Select the appointment and choose Cancel.

Cancel_Appointment_Menu.png

 

You can cancel the individual appointment or Cancel all remaining appointments.


Cancel_Appointment.png

 

Leave a note if necessary and select Cancel Appointment to save.

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