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Search results for:Schedules
Applying flexible schedule templates to provider schedules
View video tutorial: Creating and applying flexible schedule templates to provider schedules… Note: You must have Scheduling Settings permissions to set up provider schedules for your clinic… Visit Viewing and deleting flex templates from provider schedules for more information
Applying time off templates to provider schedules
View video tutorial: Creating and applying vacation schedule templates to provider schedules… Note: You must have Scheduling Settings permissions to set up provider schedules for your clinic… Visit Viewing and modifying time off in provider schedules for more information. ​ 13
Viewing and modifying time off in provider schedules
If you applied time off/vacation in providers' schedules using time off templates (see Applying time… off templates to provider schedules), you can view and delete provider time off per applied templates… Finally, refresh your browser to see the provider schedules. Updated June 24, 2022
Viewing and deleting flex templates from provider schedules
To view all provider schedules and dates to which this template is applied, click Related Schedules… and all dates to which the template is applied, and delete instances of the template from provider schedules… Tip: if you don’t see the changes applied to the provider schedules, refresh your browser
Auto-notifying providers of schedule changes
Notify providers when appointments are booked, changed or cancelled on their schedules
Viewing and navigating the schedule
How to move around in the schedule… You can view schedules by day or week, for one provider or multiple providers at the same time… From the main menu, click Schedules. Today's appointment schedule appears
Printing an appointment daysheet
Print your list of appointments for the day from the schedule… You can print a list of all the appointments for a provider from Schedules or from Visits… Schedules daysheet: This daysheet cannot be customized. 1
Creating templates to block time off
Learn how to bulk add off time in your schedule… View video tutorial: Creating and applying vacation schedule templates to providers schedules… Note: To create vacation templates, you must have the Templates: Schedules permission
Creating flexible schedule templates
View video tutorials: Creating and applying flexible schedule templates to provider schedules… Flexible working hours, or flex schedules, are used when a provider's schedule is not consistent… Refer to Applying flexible working hour templates to provider schedules
Setting up a provider schedule
Use flex hours for provider schedules that are not consistent… You can create and apply templates to multiple provider schedules on different dates… Refer to Creating templates for blocking time off in provider schedules