Replace an Appointment Session Provider

Replace a provider for a manual or weekly session, all appointments within a date range or all appointments from a selected date.

To change an appointment session's provider:
  1. In the Appointment Book, right-click in the session you want to reassign and select Replace Provider.
  2. In the Provider Substitution window, from the with list, select an alternative provider.
    Example Provider Substitution window
  3. In the Substitution Period list, select how many sessions you want to substitute. Choose from:
    • This session only - the provider is substituted for this session only.
    • All appointments from today onwards - the provider is substituted for this and all future sessions.
    • Date range - the provider is substituted for the selected date range.
  4. Click Select iconOK.
  5. Confirm the substitution.
The selected provider is substituted for the original provider for the session or period specified, or until the horizon date if you selected all appointments from today onwards.

The session template is not affected by changes you make in the sessions; the provider for the session template is unchanged.