This article shows how you can delete appointments from the appointment views.
TherapyPM streamlines the process of deleting appointments seamlessly with just one click. Read on to know more...
a) List View
- Navigate to the list view from the dashboard menu.
- Filter the appointment based on the date, the treatment type, the patients, providers, service, place of service, status, and notes.
To delete an appointment, follow these steps:
a. Select all the appointments you want to delete by clicking on the checkbox and scroll down.
b. Choose the Bulk Delete option from the drop-down menu.
b) Calendar View
- Navigate to the calendar view from the dashboard menu.
- Click on the preferred appointment. A popup Edit Appointment will appear.
- Click on the red Trash icon on the top right corner to delete the appointment.
- Click on Save Changes.
c) Timeline View
- Navigate to the Timeline view from the dashboard menu.
- Select the appointment that you want to edit and an Edit Appointment screen will pop up.
- Click on the trash icon to delete the appointment.
- Click on Save Changes.
d) Recurring Session
- Navigate to the Recurring Sessions from the dashboard menu.
- Select the date/date range and filter the appointments by provider or patient. You can also choose All.
- Click on the edit icon underneath the action column.
You will come across Day View and Single View in Managing Recurring Sessions. To delete the appointments in both of these views, follow the steps below:
Day View:
- Select the sessions by clicking on the checkbox. You can select individual sessions on a particular day or click on the day.
- From the drop-down option, click on Bulk Delete and Go.
- Alternatively, you can click the trash icon to delete a session.
Note: You can only select one day at a time.
Single View:
- Select the sessions by clicking on the checkbox. You can select individual sessions on a particular day or select all the sessions.
- From the drop-down option, click on Bulk Delete and Go.
- Alternatively, you can click the trash icon to delete a session.
Once the sessions are deleted, you can revert them from the deleted sessions tab.