Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

The date you are saving appears at the top for you to verify.

...

How do I save a template for a whole week?

If you are on a Week view, you also have the option to Save Week Template.

...

The window for this is very similar to Save Day Template, but will instead display the date range from Sunday to Saturday that will be saved.

 

...

How do I apply a schedule template?

When at least one template has been saved for you unit or service area, the Apply Template option becomes available.  Right click the schedule name and choose Apply Template.

...

Panel
panelIconId1f4c5
panelIcon:date:
panelIconText📅
bgColor#FFEBE6

No scheduled appointments are deleted when a new template is applied. They will snap to a time slot when possible, but will otherwise exist outside of time slots as an “orphaned” appointment until they are manually rescheduled.

How can I delete unused templates?

For managers who want to clean up old templates that will no longer be used, you can find them on the Schedules tab for units under Hospital Setup.

...

Since deleting templates will not impact historical schedule data, you can safely remove any templates that will not be used again in the future. If you need to keep old templates for archival reasons, you can print a hard copy of the template before deleting it.

...

How can I preview a template, edit it, or print it?

Under the Unit Setup > Schedules > Templates tab, you can click on the magnifying glass icon to preview a schedule template.

...