Manage or Create a Schedule Template

Before creating a template, a Facility and at least 1 Therapist will need to be added.

After creating your template, visit our Schedule Article for additional help

The purpose of the Template is to create a outline for the schedule that reoccurs consistently from week to week.

1. Users may add a new template under Schedule->Templates

    

General

1. Once on the Template screen, navigate to the general tab on the Left.

2. Type the nickname, Select the Facility, and add the effective start and end date for the template.

(The first template is normally defaulted to the first facility that is created and cannot be changed)

Calendar

1. Navigate to the Calendar tab on the Left
2. Input the hours of operation for the entire Facility
3. Check mark to add the Therapist to the template

(The therapist will need to be marked as a provider under their Account Info for them to show up)

This can be done under List->Users->Select User->Account Info
4. Choose and edit each day of the week

Blocked Reason

      1. Additional blocked reason can be created under Schedule->Lists->Blocked Reasons

      2. Create Blocked Reason

Creating Additional Templates for Multiple Facilities:

      1. Click View All Templates on the Left

2. Click Create

3. Input the required fields, select the Facility and Save.

Video Guide

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