If providers usually take one week of vacation over the summer, a vacation template can be created that can be applied to all providers at different times in the summer.

If you have a standing meeting that takes place on a weekly basis or if you want to block time off for lunch breaks or administrative tasks, you can create and use templates for one or more providers at your clinic.

Similarly, if a doctor will be training students some Wednesdays, but her normal schedule includes Wednesday clinics, apply a training template for the Wednesdays that she will be out of office.

Steps

  1. From the main menu, click Settings > Scheduling > Vacations.

  2. For Practitioner Vacations click Template.
    The Vacation Schedule Template appears.

  3. Click Add Template.

  4. In the Template Name field type the name of your template for example, Admin tasks.

  5. In the calendar, choose a time slot and click on it.

  6. In the New Off Time window,

    a. Adjust the Start Time and/or End Time if necessary.
    b. Change the colour.
    c. Type a description in the Memo field,
    📌 Note: The memo description appears in the selected provider(s) schedule at the top of the time slot.

  7. Click Save.

    ⚠️ Important: If you do not save the created Off Time and immediately want to apply the template (see Applying time off templates to provider schedules) a validation error appears and you must delete and re-add the time off.

💡 Tip: To view and modify a provider's off time/ vacation, under Practitioner Vacations click on the off time that you want to edit. The Update Off Time window appears and change the provider, date, time, colour, and/ or memo and click Save.


Updated August 30, 2021

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