Set Up Grid Scheduler Templates

Use the Grid Templates Editor to define the basic skeleton of your scheduling day, including the number of chairs, time intervals, and cell classifications. You may create as many templates as you need to accommodate all your scheduling situations. You then assign your templates to days of the week, or choose to manually assign templates to special days. In addition, templates may be modified for individual dates as needed.

• You can use Data Tools (122) and (123) to share Grid Templates among consultants, multiple offices, and other practices.  In addition, Ortho2 may use these tools in certain system conversions.  These data tools have important database requirements and restrictions , and will overwrite existing Grid Templates with the same name. Please contact Ortho2 for further details if you are interested in using these tools. 

How to Get Here

• Grid Scheduler toolbar > Grid Tools arrow > Template Editor.

   

  

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• You can also work with the template of an individual date in your scheduler by selecting Grid Tools from the Grid Scheduler toolbar . Changes you make to the template of an individual date in your scheduler do not affect any other date, or your global templates. See "Use Template Editing Tools" for details about making these changes.

   

  

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Choose Your Settings

• Display active / inactive records - You can choose whether to include inactive records in your list. enable/disable the Show All Templatesoption to include/exclude the inactive records.

   

  

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• Work with an existing template - Your list of existing templates appears at the left. Click a description to work with.

  • Rename template - Select the template to work with, then click Rename to change the name of the template, without making any other changes.

     

    

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  • Inactive / active toggle - Once you create a template, you cannot delete it. You can, however, flag it Inactive. Inactive records cannot be selected for a scheduling date. You can change them back to active if needed.

     

    

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  • Edit details - Select the template, then click Edit . You then use Grid Tools to make changes to the scheduling protocol as needed. (See "Use Template Editing Tools" for details.)

     

    

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  • Save your changes - ClickClose to save the changes you have made.

• Create a new template - Click New to create a template from scratch, or select an existing template and click Copy to use that template as the basis of your new one.

  You can use Data Tools (122) and (123) to share Grid Templates among consultants, multiple offices, and other practices.  In addition, Ortho2 may use these tools in certain system conversions.  These data tools have important database requirements and restrictions , and will overwrite existing Grid Templates with the same name. Please contact Ortho2 for further details if you are interested in using these tools. 

   

  Create a new template from scratch:

  

  Create a copy of an existing template:

  

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  Chairs / Columns - Specify the number of chairs, or columns, to have in the template. You can optionally assign a doctor, office, and/or assistant that is required to be scheduled to each chair, and name them if desired. Note that you can change these fields only for global grid templates: You cannot change these values when you edit the template for an individual date. When finished, click Next to continue. Tell me more...

  Template Time Coverage - Define the interval (the number of minutes) allotted for each scheduling cell. Most offices schedule by 5-, 10-, or 15-minute intervals. Also, enter your working hours for this template. Note that you can change these fields only for global grid templates: You cannot change these values when you edit the template for an individual date. When finished, click Finish to continue. Tell me more...

  • Review & finish template - You can review the choices you have made for this template, using Back and Next to toggle among the setup windows. When ready, click Finish to accept your settings and continue to the Grid Tools window, where you set up the scheduling rules for your time slots as needed. See "Use Template Editing Tools" for details.

Notice!

• I don't see my changes - Changes you make from the Template editor do not affect any scheduling dates that are already using that template.

• Set Up Grid Scheduler
  • Appointment Reminders Table
  • Class Table
  • Delete Old Grids
  • General Grid Scheduler Properties
  • Grid Template Editor
  • Explorer Properties
  • Milestone Properties
  • Procedure Table
  • Template Calendar
  • Template Tools
  • Weekly Templates Editor

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