Copy Schedule Templates Between Providers

Version 14.10
Utilities > Manage Practice > Schedule Templates

Overview

Do you have providers whose schedule templates are similar or exactly the same? Instead of doing double work, follow the steps below to copy a template from one provider to another. 

Copy Templates Between Providers

  1. Click the drop down arrow in the Staff field and select the provider.
  2. Select the template you want to copy, and click Copy.

Schedule Templates Editor: Copy button

  1. Click the OK button to confirm.

Schedule Templates Editor: Confirm Dialog box

  1. Double-click to select a name from the Staff Name Lookup window.

Schedule Templates Editor: Staff Name Lookup

  1. Click the OK button.


Schedule Templates Editor: Confirm Dialog box

  1. The Description will default to "Cloned from...". You can rename the copied template by clicking the Description field and typing a new name.
  2. Edit the template if changes are necessary.
  3. Apply to the appropriate weeks of the year.

Schedule Templates Editor: Copied Template