Editing an Event in the SigmaMD Calendar
In SigmaMD, it's possible to edit all calendar events that were created within our platform. This also means, consequently, that calendar events that originate from External Calendars cannot be edited.
Step 1: Locating the event
If you're using the daily or weekly calendar view, you must navigate to the correct day or week and then locate the event you want to edit.
Daily view
Weekly view
Now, if you're using the monthly calendar view, you must first locate the day of the event. If this day has multiple events, the button More events will appear at the bottom of the day.
This will open a small screen that lists all events for that day.
Step 2: Editing the calendar event
Now that we have learned to locate our events, we begin by clicking the event we desire to edit. This will open the Event details screen.
At the top-right corner of this screen, you will find the Edit event button; click on it to edit.
The side sheet will open the event, and you will be allowed to edit it as you wish.
Once you have made changes to the appointment, the "Save" button will be enabled.
If the event repeats, Edit Recurring Event asks where the changes apply: This event, This and following events, or All events. This event isn't offered when you change how the event repeats, and All events isn't offered when you change its start date or time.
When you save a change to the date, time, duration or team members, to how a recurring event repeats, or to an appointment's visit type or location, SigmaMD sends an update to the team members on the event and to the Booking notification recipients of any resource calendar on it, following each person's notification settings. For an upcoming appointment, the patient is notified too. This and following events and All events send one update for the series, not one per occurrence.
Updates are sent only while Appointment Booked is on under Patient Notifications in Practice Settings > Scheduling > Appointment settings.
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Duplicating an event
To book a similar event faster, start from a copy. On the Calendar screen, click the event and, in the Event details screen, click Duplicate event. It's available for appointments, blocks, and Other events, but not for events from external calendars or archived events.
The side sheet opens with the same details as the original, except that the copy:
- Starts when the original ends, with the same duration
- Has the status Booked
- Doesn't repeat, even if the original is recurring
Change anything you need and click Create to add the copy to the calendar.
Tasks on the calendar work the same way with Duplicate task. The copy starts as To-Do, without the original's attachments, recurrence or activity log.