Add/Edit Recurring Schedule Templates

You can set up recurring schedules by using the Templates tab. This will allow you to schedule each day of the week by time and by employee. Using recurring schedules makes scheduling a breeze if you have clients with a consistent schedule. 

1. 1. Navigate to the Client Profile: Schedules screen (Clients > search for and open a client's profile > Schedules). 
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3. 2. Select CREATE TEMPLATE.

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3. 3. Choose the Service to be provided during the visit, the Event Code, and Bill Type. Next, select the Day(S) of the event and select the Start Time and End Time. You’ll notice that you do not need to have an employee selected at this point in the process. An employee is not required for a template to be created. 

4. 4. Select ADD EVENT to generate the schedule template for two weeks into the future.
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6. Note: The schedules will be created for the following week and not the current week. For example, if you create a schedule template on Tuesday, the schedules will be created starting the following Monday.

 

3. 5. Your event has now been created as a template. If you would like to delete the entire template, select DELETE TEMPLATE. If you would like to delete a schedule you created for a week (i.e., week 1), select the trashcan (). 

4. 6. To expand a day’s schedule, select the arrow in the upper right corner of the box. You’ll notice an employee was not assigned (see Tuesday’s expanded schedule below). 
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   7. Select ADD EVENT to add another service to be scheduled. Select ADD WEEK to create another week in the template. Select GENERATE to begin creating recurring schedules for this client. 
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9. Note: Be sure the template is under the correct day of the week column. For example, if a template is created under the Tuesday column, when the schedules are generated, that template creates schedules on Tuesdays   
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13. 9. Then, choose the End Date for this schedule template. Once you have chosen the end date, select GENERATE.
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17. Note: Need to edit something? Go to the Schedule module. For more information on editing schedules, head to the How to Edit a Schedule section of the Schedule Management course!