The options available under Edit on the menu bar at the top of the Planner are:
New Appointment (Ctrl+N)New Appointment (Ctrl+N)
Opens the Appointment Details window. If there is no patient's name in the banner, then the Patients Selector window is displayed.
New Text Slot (Ctrl+T)New Text Slot (Ctrl+T)
Opens the Book Text Slot window.
Edit Slot (Ctrl+E)Edit Slot (Ctrl+E)
If an appointment is selected, displays the Appointment Details window. If no appointment is selected, the option is disabled.
Cancel/Delete Appointment (Ctrl+D)Cancel/Delete Appointment (Ctrl+D)
If an appointment is selected, displays the Cancellation Type window. If no appointment is selected, the option is disabled.
Delete Text SlotDelete Text Slot
If a text slot is selected, displays the Reason for Cancellation window. If no text slot is selected, the option is disabled.
Confirmed/UnconfirmedConfirmed/Unconfirmed
If the selected appointment has a status of unconfirmed, changes the status to confirmed. If the appointment has a status of unconfirmed, changes it to unconfirmed.
Next Stage (Ctrl+Y)Next Stage (Ctrl+Y)
If an appointment is selected, moves it to the next stage. If no appointment is selected, the option is disabled.
Complete Appointment (Ctrl+Z)Complete Appointment (Ctrl+Z)
If an appointment is selected, changes the status to completed. If no appointment is selected, the option is disabled.
Display Appointment Audit LogDisplay Appointment Audit Log
If an appointment is selected, displays the Audit Log window for the appointment. If no appointment is selected, the option is disabled.
Cut Appointment (Ctrl+X)Cut Appointment (Ctrl+X)
If an appointment is selected, cuts the appointment. If no appointment is selected, the option is disabled.
Copy Appointment (Ctrl+C)Copy Appointment (Ctrl+C)
If an appointment is selected, copies the appointment. If no appointment is selected, the option is disabled.
Paste Appointment (Ctrl+V)Paste Appointment (Ctrl+V)
Pastes the appointment into the selected slot. If no appointment has been cut or copied, the option is disabled.
Cancel Copy/Cut (Ctrl+U)Cancel Copy/Cut (Ctrl+U)
If an appointment has been cut or copied, cancels the process. If no appointment has been cut or copied, the option is disabled.
Move to Parking LotMove to Parking Lot
If an appointment is selected, moves it to the Parking Lot. If no appointment is selected, the option is disabled.
Find Free SlotsFind Free Slots
Opens the Multi Book Appointments window. If there is no patient's name in the banner, you are prompted to search for a patient.
If the eSignatures module is enabled, displays the PR form on the signature pad.