Group Session
Scheduling Templates
Scheduling templates indicate the types of appointments staff can add to a provider’s schedule within a given time slot. When you add group templates to a provider’s schedule, your staff can book multiple patients for a provider at those times.
Example: A behavioral health provider hosts a group session every Wednesday at noon. The group icon in the time slot indicates that the appointment is reserved for a group session, meaning that staff can book multiple patients for that appointment.
Review the following sections to apply group session templates to provider schedules.
Important
You must have the Schedule admin user permission to perform these tasks.
In this section:
- Access the Schedule Builder Dashboard
- View templates applied to provider schedules
- Individual and group session templates
- Search, group, and filter templates
- Add group session templates
- Edit, copy, or delete templates
- Manage template drafts