Using the OrthoTrac Scheduling Module > Viewing an Existing Appointment > Using Cut and Paste Scheduling

Transferring Information from an Unkept Appointment

To transfer information from a patient’s most recent unkept appointment:

1. Begin scheduling an appointment by clicking an appointment slot in either the Zoomed View or View Day mode.

2. In the patient’s Appointment Details window, click Last. The window expands, showing details of the patient’s last unkept appointment.

3. The Last option is not enabled if the patient did not have a missed last appointment.

3. Click Paste. The appointment information is transferred to the new appointment.

4. If the appointment type displayed in the top half of the Appointment Details window differs from the appointment type displayed in the bottom half of the window, you must have Override Pre-Block security permissions to transfer information.

4. Make any necessary changes to the new appointment information.

5. Click OK to schedule the appointment.

Related Topics

Using Cut and Paste Scheduling

Transferring Information from Treatment Card

Transferring Information from a Treatment Plan