📌 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.
From the main menu, click Settings > Scheduling > Hours.
Click Flex Templates.
The Flexible Schedule Template window appears.
Search for and select a template you want to apply from the list.
From the Schedule Practitioners list, select one or more providers who the template should be applied to.
Under Dates, click +Add Dates.
From the pop up calendar, click the dates that the template should be applied to and 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.
A Confirm window appears.
Click Okay to apply the flex schedule template to provider schedules.
Once the working hours are added to provider(s) schedules, a Create Multiple Schedules window appears showing you if the setup was successful.
📌 Note: If an Invalid error appears it 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 September 10, 2021