Creating And Editing Repetitions in The New Calendar
Index
- Sections
- Creating a Repeating Appointment
- Editing a Repeating Appointment
This knowledge base article will show you how to create and edit repetitions.
Creating a Repeating Appointment
1. Create the appointment as usual including the type, clinician, and location. Click the More button in the bottom right.
2. In the More menu, click on the repeat button.
3. You will be brought to the repetition window. In my example, my patient Beth Smith (fictional person) will be seen every Friday for a month. Click the OK button to save.
4. Notice in the top right that the appointment reads that it repeat weekly. Click the Save button to save all changes.
5. In the Appointment History, you will see all of the appointments listed.
Editing a Repeating Appointment
1. Bring up the repeated appointment and click the More button.
2. You will receive a message explaining to extend the appointment you need to go to the last appointment. If you want to remove appointments, go to the appointment you want to remove and delete that event to apply to this appointment and all following events.
3. I went to the last appointment on July 12, 2019, and clicked the More button. I extended the appointment to August 15, 2019.
4. Click OK to save the changes.
5. Notice in the top right that the repeats weekly message now extends to 8/15/2019. Click Save to save changes.
6. You will be prompted to indicate which events are affected. For this one, I'm clicking All.
7. Beth Smith then stated that she only wanted this schedule until the end of July. I go to the August 2, 2019, appointment and click the Delete button.
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