Scheduling - Add Templates

Scheduling - Add Templates

From PracticeAdmin Scheduling > Appointments tab

To add a template, perform the following steps:
  1. In the Provider Templates or Facility, Templates view depending on who or what the template is added for, select the necessary provider or facility in the Provider or Facility drop-down box in the top-right corner of the container.
  2. Open the Standard, Exceptions or Time Off tab depending on the type of the template you want to add (see Template types).
  3. Click New in the ribbon or press Ctrl + N.
  4. Fill in the necessary information (see Template properties).
  5. Click Save & Close.

The template will appear in the grid and in the preview below.
Use the Save & New button in step 5 to keep on creating more templates of the same type and owner.

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