Apply Templates to a Resource

Help Guide for NextGen® Enterprise PM 8

Copy a Template

You can copy an existing daily or weekly template when there is a need for two templates that are same or very similar. When a template is copied, all the information that is associated with the original template is copied to the new template, including time interval, categories, locations, and time slot overbooking allowances. You can then edit the new template as needed for a specific resource. For example, a resource's schedule is the same every week, but the resource is out of the office on alternate Friday afternoon. Copy the first template and then edit the second template to block out Friday afternoons. You can apply the two templates to the resource's calendar by applying each template for alternate week. Another example, Dr. Smith and Dr. Jones have the same schedule, but they work from different locations. Copy Dr. Smith's template and then modify the location on the second template for Dr. Jones. The two templates can then be assigned to the appropriate provider's calendar.

Help Guide for NextGen® Enterprise PM 8

Daily Templates - Sched Admin

On the Daily Templates tab, you create templates for resources whose appointment schedules can be accommodated with one or more daily templates. You can create separate daily templates for each resource, or can create a single daily template and apply it for multiple resources with the same schedule. After you create the daily templates, you can assign one or more daily templates to the calendar of each resource. After templates are assigned to the calendar, the templates are available for viewing and scheduling appointments for the resource in the Appointment Book window. Daily templates are created using Categories from Scheduling Administration window and Locations from File Maintenance window. Note: When you select the Enable Enterprise Appointment Scheduling option in Practice Preferences, the Scheduling Administration window name changes to Practice Scheduling Administration. Existing daily templates are listed on the Daily Templates tab with the following information: Template:

Help Guide for NextGen® Enterprise PM 8

Weekly Templates - Sched Admin

On the Weekly Templates tab, you create templates for resources whose appointment schedules can be accommodated with one or more weekly (Monday - Friday) templates. If needed, Saturday and Sunday can also be included in a weekly template. Separate weekly templates can be created for each resource, or a single weekly template can be created and used for multiple resources with the same schedule. After you create the weekly templates, you can assign one or more weekly templates to the calendar of each resource. After the templates are assigned to the calendar, the templates are available for viewing and scheduling appointments for the resource in the Appointment Book window. Weekly templates are created using Categories in Scheduling Administration window and Locations in File Maintenance window. Note: When you select the Enable Enterprise Appointment Scheduling option in Practice Preferences, the Scheduling Administration window name changes to Practice Scheduling Administration. Existi

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 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 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 Templates to a Resource

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