Create an Appointment Daily Template Schedule

Create an Appointment Daily Template Schedule

Schedules

The work hours for each Provider is set in an Appointment Daily Template Schedule that is used to populate the appointment book
Individual Provider or Generic Appointment Daily Template Schedules can be created.

Where a specific Treatment [Appointment type] is allocated to a time during the work day for a Provider this can be set in the Appointment Daily Template Schedule or changed in the appointment book.

The working day is defined in this screen
The top half of the screen sets the name of the Appointment Daily Template Schedule and Start and End time
The bottom part of the screen defines the look and feel of the Appointment Daily Template Schedule and ultimately the look of the appointment book.



Set Up an Appointment Daily Template Schedule

  1. Click + to Add
  2. Template Name can be:
    1. Generic Eg: 9.00 am to 5.00 pm
    2. Specific: 'Provider Name' 'Time frame' Eg: Smith 9am -5pm TUES,THURS
  3. Template type: Normal
  4. Start Time:First Appointment
  5. End Time: End of Day
  6. Tick to Save
  7. Select a Default Treatment from the drop down list
  8. Click Auto Populate Schedule

 Change a Treatment in the Default Schedule

  1. Select the time
  2. Click Treatment and a drop down list will appear
  3. Select The Appointment type for this time slot
  4. Click in the next treatment frame 
  5. OR where an appointment type with a greater time frame than the default is selected
  6. Select The Appointment type for this time slot
  7. Click in the next treatment frame 
  8. Click the button Apply Schedule Changes. The time slots will adjust to cater for the new appointment type time