Generating recurring appointments

To generate recurring appointments:

  1. Select Appointment > Appointments List.
  2. Select an appointment from the Appointment List View to use as your source appointment. This will be used for base recurring appointment data (similar to creating recurring meetings in Microsoft Outlook).
  3. Select Actions > Generate Recurring Appointments.
  4. Specify this information on the display screen:
    Recurrence Type
    Select the type from the drop-down list. Valid options are:
    • Weekly Recurrence
    • Monthly Recurrence by Date
  5. Specify this information on the Weekly Recurrence Option Screen:
    Start Date
    Specify the starting date of the first recurring appointment.
    Note: Start date must begin after the start date of your source appointment record.
    End Date
    Specify the ending date of last recurring appointment that should be created.
    Recur every
    Specify the weekly intervals to create the recurring appointments. For example, if a 2 is entered then recurring appointments are to be created every 2 weeks.
    Select the day(s) of the week on which the appointments are to occur.
  6. Specify this information on the Monthly Recurrence by Date Option Screen:
    Start Date
    Specify the starting date of the first recurring appointment.
    Note: Start date must begin after the start date of your source appointment record.
    End Date
    Specify the ending date of last recurring appointment that should be created.
    Day
    Specify the day of the month that the recurring appointments are created. For example, if a 15 is entered then recurring appointments are to be created for the 15th of every month.
    Every __ Month(s)
    Specify the monthly interval to use when creating the recurring appointments. For example, if the recurring appointment should be for every other month, then enter a value of 2 in this field. If the appointment should recur every month, then enter a value of 1.
  7. Click Submit.