Once you’ve created booking templates at your office, you will have the ability to manage those templates.
Steps:
- Click on the “Booking” tab and navigate to the “Procedure” sub-navigation.
- Click “Manage Booking Templates”.
- You can then review the different templates that you’ve created at your office. You can sort these templates by the different column headers and perform various actions to the templates.
Use Case Examples:
- To delete a booking template, simply find the template and click on the trash can icon. You’ll get a pop-up that asks, “Are you sure you want to delete this template?” If you do, simply click the red Delete button and the template is then removed from your list.
- To clone a booking template, simply find the template you’d like to clone, click on the paper icon, name the new booking template, and choose a physician, then click “save”.
- To edit any of the information in the booking template, simply click on that template and you can edit any of the information, then click “save”.
Next Up:
Requesting a Booking
