From the Appointments tab of that patient file, you can edit appointments in bulk, which can be handy if you need to update all appointments to a new type, practitioner or account.
Note that this function is not available for group appointments.
Begin by opening the patient file and heading to the Appointments tab.
Editing All Future Appointments
To edit all future appointments, select the Edit Appointments button.
Editing Specific Appointments
To edit select appointments in bulk, use the checkboxes to select which appointments you would like to edit and then select Edit Selected Appointments.
Editing Appointment Details
You will be taken to the appointment book and see a list of the patient's appointments you can then edit where you can update the Date, Time, Practitioner - Business, Profession, Account, Appointment Type, Resources, Duration, Width, Column and Item Code.
Some columns only appear when they apply:
Profession appears if your practice has more than one profession.
Account appears if the patient has more than one active account.
Resources appears if you have resources set up.
Width and Column appear if any of the appointments is with a practitioner who has more than one column in the appointment book. Width sets how many columns the appointment spans, and Column sets which column it sits in. See Creating a Practitioner File for how to set a practitioner's number of columns.
Hover over the three-dot menu on an appointment row and select Apply to all to copy that row's time, practitioner, profession, account, appointment type, duration, item code and resources to every other appointment you are editing. The date is not copied. This allows you to quickly move all appointments to a specific practitioner, update the item code for all appointments, or move them all to the same account.
Apply to all copies the whole row, so check that the other settings on that row are the ones you want on every appointment. It only changes the appointments currently shown, so you can narrow the list with the filters at the top of the page first.
Changing the Account on Appointments
Use the Account column to choose which of the patient's accounts each appointment belongs to. Archived accounts can't be selected.
When you change the account on an appointment, the Item Code and Duration update to the defaults for that account's fee category. Check these before selecting Edit Appointments. The patient's default account is not changed, as it only applies to new appointments.
To see only the appointments on one account, use the Account filter at the top of the page. Filters aren't available when you edit selected appointments.
You can change the account on appointments that have already been invoiced. Changing an appointment, including its account, does not change any invoices that have already been created for it.
Learn more about patient accounts.
Saving Your Changes
After finalising your changes, select Edit Appointments at the top or use the drop-down to Edit Appointments and Print/Email a schedule to the patient.
If there are any conflicts, they will then be displayed on the screen for you to resolve. This is due to the change made not being a valid appointment. All valid changes will have been made to the patient's appointments. You can select Back and leave these conflicts unchanged or use the dropdowns to rectify before selecting Edit Appointments again to confirm.