Build & Apply Templates: Copy

On the Main Menu, click Settings > Schedule. In the left menu, under Practice Links — Scheduling, click Build & Apply Templates > copy

You must have the Schedule admin user permission.

The copy link allows you to copy a template for one provider and save it under another provider's name.

1. Display the Build & Apply Templates: Existing Templates page: On the Main Menu, click Settings > Schedule. In the left menu, under Practice Links — Scheduling, click Build & Apply Templates.
2. In the list of templates at the bottom of the page, locate the template that you want to copy for another provider's schedule.
3. Click the copy link to the right of the template. The Build & Apply Templates: Copy page appears.
4. Provider — Select the new provider for the template.
5. Name — Enter a short, descriptive, unique name for the template.  
   Note: Because the provider name, department (if used), and start/end times will be shown in the template list, you do not need to include them. We recommend naming the template in a way that you will recognize it best in a list. You can use a combination of the days on which the template will be applied and the nature of the slots. For example, if you built a template using a slot type called "Open," you could call it "Open, MWF."
6. Make any additional changes, if desired.

You can make changes to the pre-filled appointment slots using a drag-and-drop method:

1. To remove a slot, click and drag it off of the schedule grid.
2. To add a new slot, select an appointment type from the Select Appointment Type: menu, and then drag the box surrounded in blue onto the schedule grid.  
   Note: If you need to add slots to the beginning or end of the day, you need to change the start and end times to display open space on the schedule grid.
3. To add a "waved" slot (that is, two or more appointment slots in a single time slot), drag an appointment type into the small gray shaded area to the right of the existing slot until a red outline appears. Drop the slot next to the existing one.

Important: Updating a template does not automatically change the provider schedule where the template is used. Any slots you created using the former version of the template will still exist. To modify the provider's schedule, use the Manage Applied Templates page.

Templates can be applied across departments. If a provider uses the same template across multiple departments, you can create one template, leave the Department menu selection blank, and then use that template across all applicable departments. This reduces the need for duplicate templates.

Schedule grid

 

After you drag an appointment type instance to the schedule grid, there are several handy options available:

• Click the blue box at the lower right corner to drag the appointment type down to fill the empty time slot below with the same appointment type.
• Add any number of appointment slots to the same time slot. This is called a "waved" schedule. The "click and drag down function" noted above also works for waved slots.
• Remove a slot using the drag-and-drop method: drag the blue box off the schedule grid and drop it anywhere outside the grid (so that it disappears).