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Version: 3.1

Create a schedule template

Overview​

This flow describes how to create a schedule template for a resource in Care. The template states when the resource is available, and Care creates bookable slots from it. See Schedule & Availability.

Pre-requisites​

  • The facility is created in Care.
  • The resource is available in the facility. The resource is a practitioner, a location, or a healthcare service.
  • You have the permissions listed below.

Permissions​

PermissionAccess
Can Create on ScheduleLets you create a schedule template.
Can list schedule on ObjectLets you see the schedules of the resource.

Steps​

1. Open the schedule of the resource​

Open the facility. Go to the scheduling section and select the resource that you want to schedule.

2. Start a new template​

Select the option to add a schedule template. Care opens the Schedule Template panel.

3. Name the template​

Enter the Template Name. The placeholder shows an example, "Regular OP Day".

4. Set the validity period​

Enter Valid From and Valid Till.

The Valid From date must not be in the past. The Valid From date must not be later than the Valid Till date.

5. Select the days of the week​

Select the days that the template applies to. You select at least one day.

6. Add a session​

Complete these fields for the session:

FieldWhat to enter
Session TitleThe name of the session, for example "IP Rounds".
Slot typeAppointment Slot, Open, or Closed.
Start timeThe time that the session starts.
End timeThe time that the session ends.
ReasonFree text that explains the session. This is optional.

For an appointment slot, also complete these fields:

FieldWhat to enter
Slot size in minutesThe length of one slot.
Tokens per slotThe number of patients that Care books into one slot.

The start time must be earlier than the end time. For an appointment slot, the length of the session must be a multiple of the slot size in minutes.

To add more sessions, select Add another session. Sessions must not overlap.

7. Set the visibility​

Set whether the schedule is public. Patients can see a public schedule and book against it. A private schedule shows the message "This schedule is private".

8. Save the template​

Save the template. Care shows the message "Schedule template created successfully".

Expected Outcome​

  • The template appears in the list of schedule templates for the resource.
  • Care creates bookable slots from the sessions in the template.

Concepts:

Flows: