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Copy Schedule Templates Between Providers

Version 14.19
Path: Practice Management tab > 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. Navigate to the Schedule Template Editor using the path above.
  2. Use the Staff drop-down field to select the provider whose template you will copy.
  3. Click Search.
  4. Select the template you want to copy from the grid.
  5. Click Copy To. An information window appears stating the highlighted template will be copied to the staff member you select.
  6. Click OK. The Staff Name Lookup window opens.
  7. Select the staff member to whom you would like to copy the schedule template. 
  8. Click OK. An information window appears stating that a new template for the selected staff member will be generated.
  9. Click OK. That staff member's templates are now displayed in the grid including the new template with description "Cloned from: ...".
  10. Rename the template by clicking the Description field and typing a new name.
  11. Edit the template if changes are necessary.
  12. Apply to the appropriate weeks of the year.
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