Creating And Editing Repetitions in The New Calendar

This knowledge base article will show you how to create and edit repetitions.

 

 

​

Creating a Repeating Appointment:

 

​

1. Create the appointment as usual including the type, clinician, and location. Click the More button in the bottom right. 

 

 

 

2. In the More menu, click on the repeat button.

 

 

 

3. You will be brought to the repetition window. In my example, my patient Beth Smith (fictional person) will be seen every Friday for a month. Click the OK button to save. 

 

 

 

4. Notice in the top right that the appointment reads that it repeat weekly. Click the Save button to save all changes. 

 

 

 

5. In the Appointment History, you will see all of the appointments listed. 

 

 

 

​

Editing a Repeating Appointment:

 

​

1. Bring up the repeated appointment and click the More button.

 

 

 

2. You will receive a message explaining to extend the appointment you need to go to the last appointment. If you want to remove appointments, go to the appointment you want to remove and delete that event to apply to this appointment and all following events. 

 

 

 

3. I went to the last appointment on July 12, 2019, and clicked the More button. I extended the appointment to August 15, 2019.

 

 

 

4. Click OK to save the changes. 

 

 

 

5. Notice in the top right that the repeats weekly message now extends to 8/15/2019. Click Save to save changes.

 

 

 

6. You will be prompted to indicate which events are affected. For this one, I'm clicking All.

 

 

 

7. Beth Smith then stated that she only wanted this schedule until the end of July. I go to the August 2, 2019, appointment and click the Delete button.

 

 

 

8.You will be prompted to indicate which events are affected. For this example, I'm clicking Following. This will remove this (8/2/2019) appointment and any following.

 

 

 

9. When I look at the appointment history, I see her appointments are for every Friday until the end of July.

 

 

 

Watch our demonstration of how to edit repetitions in the new calendar. 

​

• Related Articles

• Creating a New Chart

  Creating a New Chart Creating a New Chart Click on the button in the Chart Room. A dialog box will open: Enter the patient’s First Name, Last Name, and Date of Birth, then click the button. The program will check to see if there is already a chart ...

• New Calendar Known Limitations

  There are some limitations to the New Calendar over the existing calendar. Please review these limitations before requesting that the New Calendar be enabled on your account: Appointment status colors cannot be modified. Repeating events that were ...

• New Calendar Navigation

  While working in the New Calendar, it is possible to skip the Chart Room and do your navigation from the New Calendar. When you first log into ICANotes, go to the Calendar from the Calendar button. Selecting a Patient: I can select a patient from the ...

• Using the New Calendar

  This training guide provides step-by-step instructions for using the New Calendar. Please feel free to print this PDF Guide to Using the New Calendar if you would like to have it for reference. ACCESSING THE NEW CALENDAR Enter the New Calendar by ...

• Editing the Drug List

  Editing the Drug List If a medication does not show on the medication list you have the ability to add it. Follow these steps to add a medication. 1. Click the button by Medications. 2. When in the Medication Entry window, click the button. 3. On the ...