Administrators can change the location of appointments in bulk with the Bulk Edit Appointments feature.
Before You Begin
- You cannot edit past appointments in Bulk Edit.
- If an appointment is tied to an invoice or signed progress note it will not be able to be selected for a Bulk Edit change.
Bulk Edit Location
- Click on Calendar in the primary navigation bar
- Click on Bulk Edit Appointments
- Select the original location and room of the appointments you wish to change from the the drop down options up top.
- Click Search
- Choose individual appointments by marking the box next to the desired appointment or choose the box up top to select/deselect all.
- Click on Edit Selected Appointments
- The original or current location will show on the left. Choose the new location and room selection of the appointment on the right.
- Click Update Appointments