Schedule TemplatePresented by: Aida Anderson

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OBJECTIVE

• Create and Assign a Basic Schedule Template

• Modify a Schedule

• Setting up Appointment Search Criteria

• Extend a Schedule

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CREATING AND

ASSIGNING A

BASIC SCHEDULE TEMPLATE

Schedule Templating…

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Create a Schedule Template Select “Administration”�Click on “Edit”�Click on “Doctors”�Search, Select and “Modify” the Doctor �Click the Schedule Template Tab then�Click Schedule Template button.

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Create a Schedule Template

Choose “New”

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Create a Schedule Template

• Enter the template’s “Start & Stop” time • Indicate the “Facility” that the template is representing and intervals • Enter the “Maximum appointments per time slot”

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Create a Schedule TemplateDescriptions for “Time Slots” window

Start - the start time of the selected time slot.Stop - the end time of the selected time slot.Facility - search for the facility for which the interval applies.Interval - Select the appropriate appointment length (such as 30 minutes).Max appointments per time slot:Limit to n appointment(s)–Select the appropriate limit for the number of

appointments per time slot.Unlimited–Click this option to indicate that the appointment slot can hold

an unlimited number of appointments, such as for group therapy.Unavailable–Click this option to indicate that the appointment slot is

unavailable for booking appointments.

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Create a Schedule Template

Basic Template with 2 unallocated appointment slots

• Name the Template• Click the “Schedule Template Assignment” tab

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Create a Schedule Template

“Schedule Template Assignment” Tab

Note: The system will place a check mark in the box that corresponds with the current day of the week. To remove that day simply click in that box. For example it is Tuesday when you are working on this template the Tuesday box will have a check mark in it.

-Check the days the template applies to

-Modify the “Effective and Expiration” date

-Then click “Add”to see the days you’ve selected.

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Create a Schedule Template

When the template is assigned, the “Schedule Template” tab will show the days that each template is assigned to.

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Modify A Schedule Template- Confirm that you’re selecting the right template by looking at the “Schedule template” tab

for the specified day. - Then click on “Schedule Template” button on lower left corner.

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Modify A Schedule Template

Highlight and modify the template.

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Modify A Schedule Template

-“Unavailable” is used to block out specific time frames from the schedule. Note: Overbook is still available for the specified time frame.

- A Facility can be added to a specific template by right clicking, selecting “Modify Facility”, setting the Start and Stop time and selecting the appropriate facility.

Facility 1

Facility 2

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Extend A Schedule Template

-Select the “Days/Dates Selection” that apply to the template

-Set the “Expiration Date” through the date that template should be extended to.

-Click “Add”

-Click “Save”

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Creating Appointment Search Criteria

To Create the Appointment Search Criteria you must be in the Appointment Schedule view.

- Click on the “Find one or more appointments for a patient” icon.

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Creating Appointment Search Criteria

Select a patient to begin Double click in the “Criteria” field

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Creating Appointment Search Criteria

Click on “New” to create the criteria Select the criteria needed for each appointment type.

Or select multiple Resources, Appointment Types and Facilities

i.e., all New Patient appointments for 3 docs at 3 facilities.

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Creating Appointment Search Criteria- Name the “Appointment Search Criteria”

(Consider a shorter name or acronym for faster use by Schedulers – ie. NP Smith, MD or RV Complex or AA – Annual Appt)

- Check “Include unallocated time slots in search”

-Select the # of results you’d like to see that meet the criteria - Select the days that you’d like to search in

Click “OK”to save Search Criteria

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Creating Appointment Search Criteria

Click “OK” to proceed with criteria created or click “New” to create additional Appointment Search Criteria

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Creating Appointment Search Criteria

• These are the results after clicking “Search”

Change starting day if needed The option

for days and # of results is available to modify at this point as well.

Select the appointment that best fits the patient’s or the practices needs

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Thank you for attending! Aida Anderson

Questions and Answers