MacPractice allows you to repeat an appointment at regular intervals for patients who need to be seen on a recurring basis. This document will cover the steps to repeat an appointment, the options available when repeating and how to delete a repeated appointment.
Repeating Appointments - Create
To create a repeating appointment, schedule the first occurrence as you would schedule any other appointment. Then, select the appointment you would like to repeat. The appointment will have a highlighted line around it, indicating it is currently selected.
Open your MacPractice Drawer, and select the Appointment tab. In the upper half of the window, you will see some information about the selected appointment. In the lower half of the drawer, you will see two tabs: Treatments and Repeats. The Treatments tab will display a list of any treatment plan items that are associated to the appointment. The Repeats tab allows you to set up the repeating appointment. Check the Repeat Appointment checkbox to activate the fields.
When you have finished selecting your options, save your changes by going up to the Edit menu and selecting Save Record, or using the Command-S keyboard shortcut.
You will see an alert, asking if you are sure you wish to create the repetitions. The alert will also inform you that if a repeating appointment would conflict with an existing appointment, the repeat appointment will NOT be created for that occurrence.
Repeating Appointments - Delete
- Delete Appointment & Repeat - Select this option to remove the appointment from the schedule, and delete the repeat line from the drawer.
- Cancel - Click this button to make no changes, and return to the previous screen.
- Delete Only Repeat Information - This will delete the Repeated Appointment entry in the Appointments drawer, but will leave the appointment intact.
Repeat Appointments - Manually Linking Appointments
Double-click the red line to go to the date and time the appointment should be scheduled for. Create the appointment as you would usually, then drag the appointment box to the red line in the drawer to link the appointment to the repeat record.