Schedule Templates
Schedule templates can be created to create different templates of bookable appointment types or block-offs for doctors to be assigned to in their schedules.
These can be set to limit the type of appointment that can be scheduled unique to each range, but this restriction only applies to appointments booked online since any appointment type can be manually scheduled at any time from the schedule page.
Navigate to More > Admin and find Schedule Templates under Configure on the left-hand side of the screen.
Click Add Schedule Template to add a new template OR click on an existing template to edit.
Use a descriptive template name to show when creating schedules in
Admin > Locations > Edit Schedules.Highlight a range in the schedule and specify what type of appointment should be scheduled during this time. Appointments booked online will be restricted to this type, but it does not act as a true block because appointments may be manually booked from the schedule page to override the template.
Select an appointment type from the drop-down.
Set your time for that specific appointment type by grabbing each circle with the mouse and sliding it to the desired time for each part of the range.
Create multiple ranges per template to achieve the desired pattern for the day. Ranges cannot overlap, and if they are set up to overlap, the second one will not show in the schedule.
Save, Cancel, or Delete.
EXAMPLE: SURGERY TEMPLATE MAY HAVE 8-1 BLOCKED FOR SURGERY, 1-2 BLOCKED FOR LUNCH, AND 2-6 BLOCKED FOR APPOINTMENTS WHICH CAN ALL BE INDICATED WITHIN THE TEMPLATE.
This is an example of a completed template:
And this is how it will appear on the schedule:
Schedule Templates are added to the provider’s schedule when they are scheduled for the hospital under Admin > Location > Edit Schedules.
Select the date you would like to schedule
In the dropdown by the provider’s name, select the desired template to attach it to the provider.
Select the provider with the template attached to add them to the schedule.
See the video for further clarification.