Transfer Appointments

Use the Transfer appointments feature to easily move multiple appointments from a particular date, provider, location, status to another. 

Select appointments to transfer

Click Transfer Appointments.

mceclip0.png

Select the appointment that you wish to transfer. This can be done by using the search terms at the top, such as date range, provider, location and status.

mceclip1.png

mceclip2.png

Once you have selected the appointment, select the transfer date, transfer provider, transfer location and transfer status from the bottom menu options.

mceclip3.png

After selecting the transfer details, Click Transfer

mceclip4.png

Confirm transfer

Click Yes to confirm the transfer of appointments.

mceclip5.png

 

Still, need help? Contact us!

Have a great idea? Tell us about it!

 

 

Was this article helpful?
0 out of 0 found this helpful