Setting Up Service Templates in Front Office
Service Templates provide the ability to structure your schedule so appointments are created based on availability and provider preferences. For example, you can designate the days and times when a provider sees only new patients.
You can add, edit or delete a Service Template from the Resource Schedule in Front Office.
To set up service templates in Administration, see Setting Up Service Templates in Administration
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From the menu, select Appointments and then Resource Schedule. The Resource Schedule screen displays.
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Click the Service Template tab.
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Establish the Available Date Range you want and select the Resource.
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Click Add Template. The Service Template Setup window opens.
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The Location, Resource, Available Date Range and Day of the Week pull in automatically from the Resource Schedule fields.
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Enter the template Name.
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Enter the Description.
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Click Service Group. The Service Group window opens.
With a service group you can define what services are available for this template. For example, you can create a New Patient Service Group that includes only new patient services. You can add, edit, and delete service groups from here if needed.
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Select the Service Group you want from the list (for example: “New Patients”) and click Save.
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If you want to restrict appointments to only the selected Service Group, check the Restrict Template to Service Group box.
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Enter the Start Time. This is the time when the service template begins.
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Select the Duration of the service in minutes. This is the duration of service; for example, your office may allow 30 minutes for each new patient appointment.
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To allow your provider time between each appointment, enter the number of Minutes between services.
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Enter the End Time. This is the time when the service template ends.
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Click Save. The service template displays on the calendar.