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Schedule Templates Editor

Version 14.19

About Schedule Templates Editor

Path: Practice Management tab >  Schedule Templates button

Schedule Templates provide a framework for appointment scheduling by designating the times for seeing patients and indicating the types of appointments that are preferred throughout the day. It also helps to designate times that are blocked when patients are not seen.  

Permission must be granted to those individuals responsible for schedule maintenance. Go to Utilities > Manage Practice > Staff/Provider Directory > Security Access to assign the following permissions: Schedule_Manage_All_Slots, Schedule_Manage_Own Slots, Schedule_Manage_Templates.

The Schedule Templates editor window creates the schedule templates. In the Schedule Templates Editor you can:

  • Create a new template
  • Apply Multiple Templates & Multiple Locations
  • Copy Schedule Templates Between Providers
  • Create a Schedule Using Slots
If your provider's schedule changes weekly (and does not have a default weekly schedule), you will benefit from using the slot feature from the Calendar. See Creating Schedule Slots.

Schedule Templates Editor Map

Number

SectionDescription

1

Apply Template for StaffThe Apply Template for Staff panel applies the template for selected staff members on specific weeks. Staff members can have more than one template.

2

Schedule Template CreatorThe Schedule Template Creator creates the default template for a practice or provider. The start and end times carry over from the Schedule Properties window.  You set the start time, end time, and schedule intervals. Here you can block appointment zones for the practice and provider.

3

Appointment ZoneThe Appointment Zone dropdown selects the appointment zone type for the highlighted slots in the calendar. If you do not see an Appointment Zone that fits your needs, click on the Manage Template Zones button to take a shortcut to Utilities > Manage Practice > Appointment Preferences > Template Zones.

4

Quick Pick buttonThe Quick Pick button quickly selects ranges where the template is active. Selections include check/uncheck all weeks, every other week starting with week 1, and every other week starting with week 2.

5

Copy To buttonThe Copy To button copies the selected template to another staff member.

6

Function buttonsThe function buttons insert a template record, remove a template record, save a template record, and print a template.

7

Apply ThroughThe Apply Through date determines the length of time that the template is applied. Typically the Applied Through date coincides with how far in the future your schedule is open. If you continue using schedule templates, you will need to return to the Schedule Template Editor and extend the Applied through date.
Version 14.10

About Schedule Templates Editor

Path: Utilities Menu > Manage Practice > Schedule Templates (Keyboard Shortcut keys: [Alt][U][P][T])

Schedule Templates provide a framework for appointment scheduling by designating the times for seeing patients and indicating the types of appointments that are preferred throughout the day. It also helps to designate times that are blocked when patients are not seen.  

Permission must be granted to those individuals responsible for schedule maintenance. Go to Utilities > Manage Practice > Staff/Provider Directory > Security Access to assign the following permissions: Schedule_Manage_All_Slots, Schedule_Manage_Own Slots, Schedule_Manage_Templates.

The Schedule Templates editor window creates the schedule templates. In the Schedule Templates Editor you can:

  • Create a new template
  • Apply Multiple Templates & Multiple Locations
  • Copy Schedule Templates Between Providers
  • Create a Schedule Using Slots
If your provider's schedule changes weekly (and does not have a default weekly schedule), you will benefit from using the slot feature from the Calendar. See Creating Schedule Slots.

Schedule Templates Editor Map

Number

SectionDescription

1

Apply Template for StaffThe Apply Template for Staff panel applies the template for selected staff members on specific weeks. Staff members can have more than one template.

2

Schedule Template CreatorThe Schedule Template Creator creates the default template for a practice or provider. The start and end times carry over from the Schedule Properties window.  You set the start time, end time, and schedule intervals. Here you can block appointment zones for the practice and provider.

3

Appointment ZoneThe Appointment Zone dropdown selects the appointment zone type for the highlighted slots in the calendar. If you do not see an Appointment Zone that fits your needs, click on the Manage Template Zones button to take a shortcut to Utilities > Manage Practice > Appointment Preferences > Template Zones.

4

Quick Pick buttonThe Quick Pick button quickly selects ranges where the template is active. Selections include check/uncheck all weeks, every other week starting with week 1, and every other week starting with week 2.

5

CopyThe Copy button copies the selected template to another staff member.

6

Function buttonsThe function buttons insert a template record, remove a template record, save a template record, and print a template.

7

Apply ThroughThe Apply Through date determines the length of time that the template is applied. Typically the Applied Through date coincides with how far in the future your schedule is open. If you continue using schedule templates, you will need to return to the Schedule Template Editor and extend the Applied through date.