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3.10.1 Creating your Schedule Template

Your schedule template is the schedule view that will show up in your schedule dashboard.

    1. Click Schedule in the scheduling menu bar, point to Schedule Template, and then click Create.

Creating a Schedule Template Screenshot

  1. In the Create Template dialog box, enter your clinic Name.
  2. Click the Practice Default checkbox and the Active checkboxes to make this template the one your schedule dashboard will be based upon (see 3.11 Creating your Dashboard View).
  3. In the Timing tab, select the schedule timing name (clinic hours) checkbox in the Timing tab.
  4. In the Break tab, click Map Break. In the Map Break dialog box, select a break type from the Select Break list. Click the checkbox of a break, and then click the arrow to move the break to the list on the right side of the dialog box. Click the checkbox of the break and click Select.
  5. In the Provider tab, click Map Provider. In the Select Provider dialog box, select the provider type from the Provider Type list, and then select the checkbox beside the name of the provider. Click the arrow to move the provider name to the list on the right. When all providers have been selected, click Select.
  6. In the Resource tab, click Map Resource. In the Select Resource dialog box, select the resource type from the Resource Type list, and then select the checkbox beside the name of the resource. Click the arrow to move the resource name to the list on the right. When all resources have been selected, click Select.
  7. Click Save.