📌 Note: You must have Scheduling Settings permissions to set up provider schedules for your clinic. See Modifying a user's permissions.

Once you have created flex schedule templates for your clinic (see Creating flexible working hour templates), you can apply them to any date(s) and/or provider(s).

Flex schedule templates are ideal for providers with schedules that change all the time. A provider can have a combination of standard (fixed hours) and flex schedules configured. For example, Dr Dogood has a fixed schedule on Monday, Wednesday, Friday and every third Tuesday runs a special cancer cases clinic (flex schedule template is called 'Special clinics').

Another example: if your practice runs an addiction clinic on Mondays that all clinic providers take turns staffing, create a template and apply it to each provider’s schedule, as required.

Steps

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

  2. Click Flex Templates. The Flexible Schedule Template window appears.

  3. Search for and select the template to apply from the list.

  4. From the Schedule Practitioners list, select one or more providers who the template should be applied to.

  5. Under Dates, click +Add Dates.

  6. From the pop up calendar, click the dates when to apply the template and then click Select. The selected dates appear in the list.

    💡 Tip: From here, you can edit the template name and working hours. See Modifying flex schedule templates.

  7. Click Apply.

  8. When prompted to confirm, click Okay to apply the flex schedule template to provider schedules.

    Once the working hours are added to provider(s) schedules, the Create Multiple Schedules window appears showing you if the setup was successful.


    📌 Note: If an Invalid error appears, this means that the provider already has working hours set up in their schedule for the specific dates/times. The system does not override the already configured schedule and therefore does not apply the template.

Updated December 30, 2021

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