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Set Up Scheduler Templates

Use the SchedulerTemplates Editor to define the basic skeleton of your scheduling day, including the number of chairs, time intervals, and cell classifications. You may create as many templates as you need to accommodate all your scheduling situations. You then assign your templates to days of the week, or choose to manually assign templates to special days. In addition, templates may be modified for individual dates as needed.

How to Get Here

Home ribbon bar > Editors > Scheduling > SchedulerTemplates. (You can also search for the editor you want to work with.)

Click Editors from the Tools section of the Home ribbon bar.

Select Scheduling in the list at the left, and choose the Scheduler Templates option.
You can also work with the template of an individual date in your scheduler by selecting Edit template from the Scheduler ribbon bar . Changes you make to the template of an individual date in your scheduler do not affect any other date, or your global templates. See "Use Template Editing Tools" for details about making these changes.

Setup

Display active / inactive records - You can choose whether to include inactive records in your list. Click the icon at the top of the windowto include/exclude the inactive records.
Work with an existing template - Your list of existing templates appears at the left. Click a description to work with.
- Show Grid Template Preview - Toggle the Show Grid Template Preview option to see a preview of the template you have selected. This feature provides a way to determine if you have selected the correct template before you continue with changes. Note that keeping the preview open can slow down the processing speed of the editor.
- Rename template - You can type a new name for the template, without making any other changes.
Template Color - The template color is used with your scheduler's Month View mode and in the status bar at the bottom of your daily schedule, to identify which template you have assigned to which dates. Select a color for the template, or click Clear Color, to remove any color association with this template. Note that you can change these fields only for global grid templates: You cannot change these values when you edit the template for an individual date.

Template Hours - Enter values in the Doctor Hours, Staff Hours, and Work Hours fields to be used for reporting purposes, and in your Practice Monitor and Chart widgets. Note that you can change these fields only for global grid templates: You cannot change these values when you edit the template for an individual date.
- Inactive / active toggle - Once you create a template, you cannot delete it. You can, however, flag it Inactive. Inactive records cannot be selected for a scheduling date. You can change them back to active if needed.
- Edit details - Select the template, then click Edit Grid Template. You then use template editing tools to make changes to the scheduling protocol as needed. (See "Use Template Editing Tools" for details.)
Reclassify chairs - Use the Reclassify Chairs feature to update the chair assignments (Office, Doctor, Assistant and/or Chair Group) of applied scheduling templates to match the values of a global scheduling template you have just edited. This reclassification occurs without disturbing any currently scheduled appointments. You might use this feature, for example, if you have edited a template to assign chairs to a new orthodontist in your practice, or to reassign chairs among your assistants. See "Reclassify Grid Chairs" for details.
Create a new template - Click New Grid Template, then choose whether to create a template from scratch, or use an existing template as the basis of your new one. (Note that you can also create a template by editing an existing template, described above, and using the Save As option to create a template with a new name. See "Use Template Editing Tools" for details.)

Chairs / Columns - Specify the number of chairs, or columns, to have in the template. You can optionally assign a doctor, office, assistant, and/or chair group that is required to be scheduled to each chair, and name them if desired. When finished, click Next to continue. Tell me more...

Template Time Coverage - Define the interval (the number of minutes) allotted for each scheduling cell. Most offices schedule by 5-, 10-, or 15-minute intervals. Also, enter your working hours for this template. When finished, click Next to continue. Tell me more...
- Review & finish template - You can review the choices you have made for this template, using Back and Next to toggle among the setup windows. When ready, click Finish to accept your settings and continue to the template tools window, where you set up the scheduling rules for your time slots as needed. See "Use Template Editing Tools" for details.