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

After you create off time/vacation templates for your clinic (see Creating templates to block time off), you can apply them to any date(s) and provider(s). You can apply the templates to more than one provider's schedule at a time.

For example, if a provider is taking a week of vacation, apply a weekly vacation template to their schedule for the applicale week. Or, 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 apply a template to multiple provider schedules.

Steps

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

  2. For Practitioner Vacations click Template. The list of saved Vacation Schedule Templates appears.

  3. Select the template to apply from the list.

  4. From the Schedule Practitioners list, select one or more providers schedules where tp apply the template.

  5. Next to Dates, click +Add Dates.

  6. From the pop-up calendar, click the dates that the template should be applied to and click Select.

  7. The selected dates appear in the list.

    💡 Tip: From here, you can also edit the template name and hours.

  8. Click Apply.

  9. When prompted, click Okay.

    The time off is added to the provider schedule(s). A window appears showing you if the setup was successful.

  10. Click Close.

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

  11. Refresh your browser to see the off time in the provider(s)' schedule.

Updated January 10, 2022

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