How can I move a single or one-off visit on the week view? – Civica Scheduling

Visits can be moved in a number of ways when using the Week View.

1. Find the Patient using the search functionality in the top right corner of Civica Scheduling. Once you are viewing the Patient's profile select 'Upcoming jobs/Visits' and select the ‘View’ button next to the relevant visit in order to bring up this visits specific details. Next you must press the 'Edit' Button to bring up the edit page for this visit, select the new start and end date for the visit and confirm the choices by pressing Save at the bottom of the page.

2. Select "Visits" on the Civica Scheduling Banner bar and select "Week View". Input the correct filter options in order to find the visit that you are looking to adjust. Once you have found the correct visit you can drag it to another day by holding down the left-mouse button on the event card, then moving your mouse over to the correct day and finally releasing the left-mouse button.

3. Select "Visits" on the Civica Scheduling Banner bar and select "Week View". Input the correct filter options in order to find the visit that you are looking to adjust. Once you have found your visit, it may be that the event card is in a compacted state, in order to uncompact the event card you can click the black arrow on the right of the event card.

Once uncompacted you can click the 'Edit' Button to bring up the edit page for this visit, select the new start and end date for the job and confirm the choices by pressing Save at the bottom of the page.

Moving events to another week

If you want to drag and drop events from a day that is at the end of a week to some point on the following week, you can start the week view on a different date. For instance, if you have visits that are on a Saturday 12th and you want to drag them onto Monday 14th, which is currently displayed on the next week, take the following action:

From the Week View you can set the filter Select date and choose a date, later on in the week, such as the Friday.

The Week View will now show from Friday to Thursday. This will allow you to drag from the Saturday to the Monday.

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