Creating Appointment Templates

Creating Appointment Templates

TenantAdmins can create Appointment Templates, making it easy for officers to assign templates when creating appointments for the enrollees. Appointment Templates allow for the appointment description to auto-populate, saving the officer time and ensuring no details are missed. 

Creating an Appointment Template

Navigate to the Templates tab from the left Navigational Menu and follow the steps below:
  1. Select the "Appointment Templates" tab
  2. Select "+Template"
  3. In the popup window fill in the following fields
    1. Name (Template Name)
    2. Description (Template Description that the enrollee will see when the template is assigned to a created appointment)
    3. Type
    4. Entity (Select Entity(ies) that will be able to use the template
  4. Select "Save" 
To edit an Appointment Template, simply double-click on the template from the list and make any edits needed. 
Use the "Search" button to filter by template name, type, description or entity. 

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