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Use Template Editing Tools

Use template editing tools to define the cells of your scheduling templates.

How to Get Here

Global Template - Your template tools are initiated automatically when you create or edit global templates from the Templates editor. See "Set Up Scheduler Templates" for details.

In general, changes you make to global templates will affect new dates that you assign to the template. Dates in your scheduler that are already using a template are not affected by these changes. However, if you make changes to chair assignments, you can use the Reclassify Grid Templates tool to update existing scheduling dates to the new template values. See "Reclassify Grid Chairs" for details

Individual TemplateClick to Open - Open your scheduler to the date you want to work with. Then click Edit template from the Scheduler ribbon bar. (Or, press Ctrl-T on your keyboard.) (See "View & Navigate Your Schedule" for details about selecting the date to work with.)

Changes you make to the template of an individual date in your scheduler do not affect any other date, or your global templates.

Setup

Cell Text Click to Open - Select the cells to work with, then enter the text you want to see in the cell and click the arrow beside the text box. Note that once an appointment is scheduled in the cell, your text is replaced with appointment information.

Classification Click to Open - Select the cells to work with, then choose the class you want to assign and click the arrow beside the text box. You create and maintain your scheduling classes with the Classes editor, and specify which procedures should be scheduled to classified time slots with the Procedure editor.

You can alternately use the Procedures, Class Structures, and Saved Structures lists at the right side of the window to apply procedure classes in specific formats, as described below,

Cell ColorsClick to Open - Select the cells to work with, then choose the colors you want to assign and click the arrow beside the text box.

Cell StatusClick to Open - Select the cells to work with, then choose the status you want to assign and click the arrow beside the text box.

Open Start - Apply the Open Start status if you want appointments to begin with this cell. When you use the Smart Schedulerto schedule patient appointments, you can require that appointment openings begin with a cell flagged as Open Start.

Restricted - Apply the Restricted status if you prefer not to schedule in this cell. If you select a Restricted cell for a patient appointment, you must confirm the choice to continue.

Prohibited - Apply the Prohibited status to cells that cannot be scheduled with patient appointments. You might apply the Prohibited status to cells that occur during a weekly meeting, or to chairs that are not available during a portion of your working day.

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...

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.

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...

Use Procedures ListClick to Open - Drag and drop a procedure from the Procedures list on the right side of the window to your template to quickly apply the procedure class equal to the length of the procedure. You can alternately manually select cells, as well as use the Class Structures and Saved Structures lists to apply procedure classes to your template.

Use Class StructuresClick to Open - Drag and drop a Class Structure from the list at the right of the window to your template to apply a procedure class for a pre-defined length of time and chair span. If you drag to an area of the template that cannot accommodate the structure, your action is ignored. (See "Set Up Scheduling Classes" for details about creating pre-defined Class Structures.) You can alternately manually select cells, as well as use the Procedures and Saved Structures lists to apply procedure classes to your template.

Use Saved Structures - You can create sets of grid cells that are assigned to specific classes, procedures, and statuses, then save those cells as template structures. The template structures can then be dragged onto other areas of your template, or even dragged onto other templates to quickly assign cell properties. Tell me more...

Copy, Paste, Undo Cell PropertiesClick to Open - After applying one or more properties to grid cells, you can select the cells to work with, then use the ribbon bar icons or keyboard shortcuts to Copy( Ctrl+C) and Paste (Ctrl+V) those properties to other cells in the same template, or a different template.

When you paste a group of cells to a new location or a new template, the upper-left cell that you copied is placed at your cursor location, and the remaining cells that you copied are placed correspondingly. If you have selected a location that cannot accommodate all the cells you copied, none of the cells are pasted.

In addition, you can click Undo (or press Ctrl+Z on your keyboard) to reverse your last editing action.

Toggle Appointment DisplayClick to Open - (Available only when editing the template for a specific date.) Click Toggle Appointments in the Actions section of the Scheduler ribbon bar to hide / view appointments already scheduled for that date. (Note that any scheduled appointments that no longer fit on your modified template will be moved to a Scheduler Bar automatically.)

Template ReviewClick to Open - The assigned class and status of the cell(s) you are working with appear in the Selected Cells section of the template tools ribbon bar. In addition, you can review the template stats, including the class name, percentage of the template that is covered by the class, that the total number of minutes assigned to each class, in the Template Breakdown on the right side of the window.

Save ChangesClick to Open - Click Save at the bottom of the window to save changes you make to your template. Or, if you ware working with global templates, you can click Save As to create a new template from the changes, leaving the original template unchanged.

More Information

Existing Appointments - If previously scheduled appointments do not fit onto your modified template, they will be moved to your Scheduler Bar automatically to await re-scheduling. See "Manage Scheduler Bar Clipboards & Lists" for details.

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