Flows/Edit a schedule template

flowschedulingCARE 3.0+

Scheduling

Concepts

Schedule & Availability

Schedule Exception Appointment Booking

Token

Flows

Create a schedule template

View schedule templates Edit a schedule template Delete a schedule template Create a schedule exception View schedule exceptions Remove a schedule exception Create a token category Create a token Manage a token queue

Cancel a token

References

Schedule & Availability

Booking

Token

Overview

This flow describes how to change a schedule template in Care. Use it when the availability of a resource changes. See Schedule & Availability.

Pre-requisites

• The schedule template is created in Care.
• You can open the schedule of the resource.
• You have the permissions listed below.

Permissions

Permission	Access
Can Create on Schedule	Lets you change a schedule template.
Can list schedule on Object	Lets 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. See View schedule templates.

2. Open the template

Find the template that you want to change. Select the edit action on that template. Care opens the Edit Schedule Template panel with the current values.

3. Change the details

Change the values that you want. The same rules apply as at creation:

• The Valid From date must not be later than the Valid Till date.
• The start time of a session must be earlier than its end time.
• Sessions must not overlap.
• For an appointment slot, the length of the session must be a multiple of the slot size in minutes.

4. Save the changes

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

Expected Outcome

• The template shows the new values.
• Care creates bookable slots from the changed sessions.

Scheduling

Concepts

Schedule & Availability · Schedule Exception · Appointment Booking · Token

Flows

Create a schedule template · View schedule templates · Edit a schedule template · Delete a schedule template · Create a schedule exception · View schedule exceptions · Remove a schedule exception · Create a token category · Create a token · Manage a token queue · Cancel a token

References

Schedule & Availability · Booking · Token

Related

• Concept: Concepts/Schedule & Availability
• Reference: References/Schedule & Availability

Open Healthcare Network's flagship product: an open-source, FHIR-native electronic medical record (EMR) and healthcare operating system.