Schedule Template Manager

Appointment Template Manager:

In this phase of updating the PM Appointment Schedule, we are updating the Schedule Template area where our users can better manage their templates that are used to override the Default Appointment Schedule Setup. The Menu option name has changed from Schedule Template Setup to Template Manager.

To access:

You will also notice, in the illustration below, that you can now see at a glance how many times an appointment template is linked to the Default Weekly Schedule Layout. In the Schedule Template Manager, you are now able to filter by Provider and/or Location to easily search existing Templates, review, edit and add.

When you click on the plus sign (+) you can see which weeks and dates that the template is linked to. You can also see if the template has been deleted from default weekly schedule layout.

At the bottom of the page you will see that this is page 1 of 2. You have two options here; 1) click on the arrow to move to the next page, or 2) click on the dropdown to view move options on the page.

If you have multiple templates, and you just want to see one Provider and/or one Location this can be achieved by selecting a Provider and/or Location in the search boxes at the top of the screen.

You can edit the template by clicking on the pencil. The edit screen will pop up to allow you to either change the name of the template which is a required field or delete the template from the default weekly schedule layout. Whichever you choose to do will affect all dates that this template is linked to.

You can edit the template by clicking on the edit button (the middle button). This will allow you to make changes to the weekly template which will affect all the dates that this template is linked to on the default weekly schedule layout.

If you want to change the schedule for one day or week then you will need to copy the template first.

You will see this box which will give you the option to create a New Template that will be linked to the default weekly schedule layout. If you are creating a new template, you will need to rename this template.

If you choose to create a New Schedule the New Name section will be grayed out, and you will have to choose a Provider and a Location. This will override and replace the default weekly schedule layout.