Sharing Appointment Templates
The
new Sharing Appointment Templates feature allows the user to
create and/or edit a template for a single resource and then
allow other resources to use that same template. The process
of using templates now becomes much more manageable and efficient.
How it Works
A new Resources Tab has been added to the Insert Template
Screen. This tab lists all resources in the practice and will
allow the user to assign multiple resources to one template.
From the Template screen you can Add, Edit or Delete a template.
Add a Template
If Add a Template is selected, the newly created Resources
Tab will be available along with the Template and When Tabs.
The Resources Tab will allow the user to select the resources
who will use this template. The user may select one resource,
many resources or all resources.
Edit a Template
When Edit a Template is selected, the Resources Tab will
be available with the existing resources pre-selected. All
related template information can be changed including adding
and removing resources assigned to the template. The system
will prompt the user if they are sure they want to remove
a resource from an existing template. At least one resource
must exist per template at all times.
Delete a Template
When Delete a Template is selected, the system will prompt
the user for which resources to delete the template for. The
user may select one, many, or all resources. For those resources
deleted, the given template will no longer appear on their
template list.
You can select one, many or all resources when creating a
template.
The template can now appear on all resources
schedules if selected.
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