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
- Navigate to the Schedule Template Editor using the path above.
- Use the Staff drop-down field to select the provider whose template you will copy.
- Click Search.
- Select the template you want to copy from the grid.
- Click Copy To. An information window appears stating the highlighted template will be copied to the staff member you select.
- Click OK. The Staff Name Lookup window opens.
- Select the staff member to whom you would like to copy the schedule template.
- Click OK. An information window appears stating that a new template for the selected staff member will be generated.
- Click OK. That staff member's templates are now displayed in the grid including the new template with description "Cloned from: ...".
- Rename the template by clicking the Description field and typing a new name.
- Edit the template if changes are necessary.
- 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
- Click the drop down arrow in the Staff field and select the provider.
- Select the template you want to copy, and click Copy
.
Schedule Templates Editor: Copy button
- Click the OK button to confirm.
Schedule Templates Editor: Confirm Dialog box
- Double-click to select a name from the Staff Name Lookup window.
Schedule Templates Editor: Staff Name Lookup
- Click the OK button.
Schedule Templates Editor: Confirm Dialog box
- The Description will default to "Cloned from...". You can rename the copied template by clicking the Description field and typing a new name.
- Edit the template if changes are necessary.
- Apply to the appropriate weeks of the year.
Schedule Templates Editor: Copied Template