Overview
Transferring appointments between different session holders can help you respond quickly to staff changes or unexpected absences. It also ensures patients are seen by the most suitable person. You can simply move a booked slot from one clinician’s schedule to another without rebooking manually.
Steps to transfer appointments
- Access the Appointment Book and locate the session containing the appointment you want to transfer.
- Right-click the booked slot and select Cut. This removes the slot from the original session holder’s diary.
- Use your session holder filters or navigation to display the new session holder’s diary.
- Right-click an available slot in the new diary, then select Paste (or Paste and Print if you want a printed confirmation).
- Confirm the details in the Move Appointment screen. Your appointment now appears under the new session holder.
Quick transfers reduce admin time by avoiding cancellation and rebooking, helping staff keep on top of patient flow.
