Apply Multiple Templates to a Resource

Help Guide for NextGen® Enterprise PM 8

Apply Weekly Templates to a Resource

You can assign a weekly template to a resource's calendar. In NextGen® Enterprise PM, select Admin > Scheduling Admin. Note: When you select the Enable Enterprise Appointment Scheduling option in Practice Preferences window, the Scheduling Admin option on the Admin menu displays the following two options: Enterprise Practice The Scheduling Administration window opens. Select the Resources tab. From the list of resources, select the Resource to assign the templates. Select the open menu button and select Open. The Edit Resource window opens. In the Templates section, select Weekly Templates. This defines the type of templates that you can apply to the resource. Note: To change the template type for an existing resource, you must clear all the templates that are applied to any part of the calendar. For example, to change from weekly templates to daily templates, all weekly templates must be cleared from the resource's calendar. The template type can then be changed for the resource. Sele

Help Guide for NextGen® Enterprise PM 8

Apply Daily Templates to a Resource

You can assign a daily template to a resource's calendar. In NextGen® Enterprise PM, select Admin > Scheduling Admin. Note: When you select the Enable Enterprise Appointment Scheduling option in Practice Preferences window, the Scheduling Admin option on the Admin menu displays the following two options: Enterprise Practice The Scheduling Administration window opens. Select the Resources tab. From the list, select the Resource to assign the templates. Select the open menu button and select Open. The Edit Resource window opens. In the Templates section, select Daily Templates. This defines the type of templates that can be applied to the resource. This defines the type of templates that you can apply to the resource. Note: To change the template type for an existing resource, you must clear all the templates that are applied to any part of the calendar. For example, to change from daily templates to weekly templates, all daily templates must be cleared from the resource's calendar. The

Help Guide for NextGen® Enterprise PM 8

Apply Multiple Templates to a Resource

Multiple templates can be assigned to specific weeks or days for a resource to provide more flexibility in scheduling appointments. In the Appointment Book window while using Daily view or Weekly Schedule view, you can use the View Template button on the toolbar to toggle between the templates assigned to the resource. Appointments can be scheduled on any of the multiple templates assigned to the resource. In NextGen® Enterprise PM, select Admin > Scheduling Admin. Note: When you select the Enable Enterprise Appointment Scheduling option in Practice Preferences window, the Scheduling Admin option on the Admin menu displays the following two options: Enterprise Practice The Scheduling Administration window opens. Select the Resources tab. From the list, select the Resource to assign the templates. Select the open menu button, and select Open. The Edit Resource window opens. Select the Templates button. The Assign weekly templates window opens for resources using weekly templates. The As

Help Guide for NextGen® Enterprise PM 8

Apply Templates to a Resource

After you create the templates, you can assign either Daily Templates or Weekly Templates to each resource, but you cannot assign both. The type of templates that can be assigned is determined by the Templates setting for the resource on the Add Resource or Edit Resource window. You can apply any of the following templates to a resource: Apply Weekly Templates Apply Daily Templates Apply Weekly Templates to a Resource You can assign a weekly template to a resource. Apply Daily Templates to a Resource You can assign daily template to a resource. Apply Multiple Templates to a Resource You can assign both weekly and daily template to a resource. Parent topic: Templates

Help Guide for NextGen® Enterprise PM 8

Apply Weekly Templates to a Resource

You can assign a weekly template to a resource's calendar. In NextGen® Enterprise PM, select Admin > Scheduling Admin. Note: When you select the Enable Enterprise Appointment Scheduling option in Practice Preferences window, the Scheduling Admin option on the Admin menu displays the following two options: Enterprise Practice The Scheduling Administration window opens. Select the Resources tab. From the list of resources, select the Resource to assign the templates. Select the open menu button and select Open. The Edit Resource window opens. In the Templates section, select Weekly Templates. This defines the type of templates that you can apply to the resource. Note: To change the template type for an existing resource, you must clear all the templates that are applied to any part of the calendar. For example, to change from weekly templates to daily templates, all weekly templates must be cleared from the resource's calendar. The template type can then be changed for the resource. Sele

Help Guide for NextGen® Enterprise PM 8

Apply Daily Templates to a Resource

You can assign a daily template to a resource's calendar. In NextGen® Enterprise PM, select Admin > Scheduling Admin. Note: When you select the Enable Enterprise Appointment Scheduling option in Practice Preferences window, the Scheduling Admin option on the Admin menu displays the following two options: Enterprise Practice The Scheduling Administration window opens. Select the Resources tab. From the list, select the Resource to assign the templates. Select the open menu button and select Open. The Edit Resource window opens. In the Templates section, select Daily Templates. This defines the type of templates that can be applied to the resource. This defines the type of templates that you can apply to the resource. Note: To change the template type for an existing resource, you must clear all the templates that are applied to any part of the calendar. For example, to change from daily templates to weekly templates, all daily templates must be cleared from the resource's calendar. The

Apply Multiple Templates to a Resource

Recommendations

Apply Weekly Templates to a Resource

Apply Daily Templates to a Resource

Apply Multiple Templates to a Resource

Apply Templates to a Resource

Apply Weekly Templates to a Resource

Apply Daily Templates to a Resource

Apply Multiple Templates to a Resource

Apply Weekly Templates to a Resource

Apply Daily Templates to a Resource

Apply Multiple Templates to a Resource

Apply Templates to a Resource

Apply Weekly Templates to a Resource

Apply Daily Templates to a Resource