From PracticeAdmin Scheduling > Appointments tab
To add a template, perform the following steps:
- 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.
- Open the Standard, Exceptions or Time Off tab depending on the type of the template you want to add (see Template types).
- Click New in the ribbon or press Ctrl + N.
- Fill in the necessary information (see Template properties).
- 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.