The new Sharing Appointment Templates feature allows the user to create and/or edit a template for a single resource and then allow other resources to use that same template. The process of using templates now becomes much more manageable and efficient. How it Works A new Resources Tab has been added to the Insert Template Screen. This tab lists all resources in the practice and will allow the user to assign multiple resources to one template. From the Template screen you can Add, Edit or Delete a template. Add a Template If Add a Template is selected, the newly created Resources Tab will be available along with the Template and When Tabs. The Resources Tab will allow the user to select the resources who will use this template. The user may select one resource, many resources or all resources. Edit a Template When Edit a Template is selected, the Resources Tab will be available with the existing resources pre-selected. All related template information can be changed including adding and removing resources assigned to the template. The system will prompt the user if they are sure they want to remove a resource from an existing template. At least one resource must exist per template at all times. Delete a Template When Delete a Template is selected, the system will prompt the user for which resources to delete the template for. The user may select one, many, or all resources. For those resources deleted, the given template will no longer appear on their template list. You can select one, many or all resources when creating a template. The template can now appear on all resources schedules if selected.
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