Help > Module 6: Appointment Scheduling > Maintain Templates Search

Maintain Templates Search

Overview:

Templates are basic building blocks in setting up the scheduler. Building the scheduler in HANDS involves two steps. Step 1) Setting up templates and Step 2) Applying the templates to the clinics. Maintain Templates screen allows users to manage all the templates in the logged in clinic. Maintain Templates Search screen has the following search criteria: Template Type, Template Name, Clinic and Active Flag. There are three types of templates that will be maintained in this screen.

a)     Appointment Time Slot

b)     Group Nutrition Discussion

c)     Hours of Operation

Selecting a Template Type at the top not only serves as a search filter but also as the selection for creating a new template as well.

Navigation Path:  Scheduling | Maintain Templates

Module 6: Figure 8.1 Maintian Templates – Main Screen

 

Fields: 

• Template Type Search Filter (Hours of Operation, Appointment Time Slot & Group Nutrition Discussion) – To filter the types of templates.
• Template Name Search Filter – To filter the templates based on their names.
• Clinic Search Filter – To filter the templates based on location of the clinic.
• Active Search Filter – To filter the active templates only.

 

 

Buttons: 

Add – To add new template.

            Search – To the search the existing templates based on the selected search criteria.

 

 

Calculation(s): By default, when the user navigates to this page, the system would select Appointment Time Slot as the option for the Template Type and Logged in Clinic for the Clinic option and Active checkbox would be checked. When the user is logged in sate login (00/00), the add template will not be allowed.

 

Background Processes: None

 

 

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