Basics of Templating
I am where you apply templates.
What is Schedule Planning?
TRUE or FALSE.
If an update is made to a saved template, you will need to reapply the template in Schedule Planning.
TRUE.
The changes will not be made for the templates that are already applied.
I am showing this color because I am 100% booked.
What is red?
TRUE or FALSE.
An abbreviation and description are required during a custom block.
FALSE.
This is optional. If blank, it will read 'custom'.
A provider does not want any more patients scheduled.
What is the freeze option?
I am where the saved templates are built.
What is the Day Type Maintenance table (DTM)?
In order to 'delete' a template from the DTM table, this field needs to be filled in.
What is the expiration date?
I am showing this color because I have no template applied.
What is white?
I am viewable on the schedule planning page and when searching for an appointment in Open Times.
What is the 'Comment' field?
A provider only needs to be gone for part of a clinic on a specific day, use me to adjust the template.
What is 'Custom' block?
TRUE or FALSE.
Templates will not automatically roll out.
TRUE.
You are able to roll out templates as far as you would like, but it needs to be done manually. No automation.
I should start the abbreviation and description of your saved template.
What is the three (or two) letter acronym?
I must be clicked every time a change is made in order for a template to be available for scheduling.
What is SAVE?
TRUE or FALSE.
I can change just one activity type during a custom block.
A provider wants to permanently change his/her Monday schedule.
What is update the DTM table and reapply?
This portion of templating will be maintained by Revo IT.
What is the holiday calendar?
This box should always be checked as a safety net when rolling out templates.
What is the "Always Show Day in Accept Re-Block" box?
A patient who is affected by a template change will go here.
What is a bump list?
TRUE or FALSE.
You can custom block multiple days at a time.
TRUE.
A provider is leaving the clinic and you need to remove future templates.
What is 'Unblock'?
The date the majority of templates should be rolled out/completed.
What is November 18th?
What is an activity type?
I am showing this color because I am 25% or less booked.
What is green?
TRUE or FALSE.
If patients are put on a bump list due to a template change and the template changed is reversed - the patients will automatically go back on the schedule.
FALSE.
Patients will manually need to be rescheduled back onto the schedule.
A provider wants to allow for this day only that New Patients can be booked in his Recheck spots.