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1 Use the Template Tab in the Staff and Physician tables to edit existing Scheduling Templates and use the copy function to create a new template from an existing template. Click anywhere to continue Copyright 2012 Pulse Systems, Inc. Page 1 of 53
2 To begin, it is assumed that you have opened the PulsePro application and are logged in with the appropriate security and privileges to complete this task. Copyright 2012 Pulse Systems, Inc. Page 2 of 53
3 Click the Administration Group on the Navigation Pane. Copyright 2012 Pulse Systems, Inc. Page 3 of 53
4 Click the System Tables icon in the Administration group Copyright 2012 Pulse Systems, Inc. Page 4 of 53
5 The modules and system tables window opens. Both the Staff and Physician tables can contain templates. For this demonstration we will work with the physician table. Click the Physician icon. Copyright 2012 Pulse Systems, Inc. Page 5 of 53
6 The Physician table opens consisting of a toolbar, a status header, and a detail pane. Click the find button and select a physician as discussed in the Navigating PulsePro lessons. Copyright 2012 Pulse Systems, Inc. Page 6 of 53
7 No audio Copyright 2012 Pulse Systems, Inc. Page 7 of 53
8 The window refreshes with the selected physician. Click the Template tab. Copyright 2012 Pulse Systems, Inc. Page 8 of 53
9 The template tab displays consisting of a template toolbar, the current templates list, and a detail section. You may edit an existing template by selecting the template in the list displayed. Copyright 2012 Pulse Systems, Inc. Page 9 of 53
10 Double click on the template in the list. Copyright 2012 Pulse Systems, Inc. Page 10 of 53
11 The template header detail opens. Make any changes required and then click the update button. Copyright 2012 Pulse Systems, Inc. Page 11 of 53
12 Now, select another template from the list. Copyright 2012 Pulse Systems, Inc. Page 12 of 53
13 The detail records display for the selected template. Click on a column heading to resort the detail list. Copyright 2012 Pulse Systems, Inc. Page 13 of 53
14 The detail list is now sorted by appointment type in ascending order. Click the column header again to sort in descending order. Copyright 2012 Pulse Systems, Inc. Page 14 of 53
15 Continue sorting by other columns. Copyright 2012 Pulse Systems, Inc. Page 15 of 53
16 No audio Copyright 2012 Pulse Systems, Inc. Page 16 of 53
17 The most typical sort is by the beginning time. Copyright 2012 Pulse Systems, Inc. Page 17 of 53
18 Now, to edit and existing detail record, click the record in the list. Copyright 2012 Pulse Systems, Inc. Page 18 of 53
19 The record appears in the bottom detail area in edit mode. In this example the Physician does not want to start his day with a new patient so we will change the appointment type. Copyright 2012 Pulse Systems, Inc. Page 19 of 53
20 No audio Copyright 2012 Pulse Systems, Inc. Page 20 of 53
21 Update the reason to reflect the change in type. Copyright 2012 Pulse Systems, Inc. Page 21 of 53
22 No audio Copyright 2012 Pulse Systems, Inc. Page 22 of 53
23 When finished, Click the save button on the top toolbar. Copyright 2012 Pulse Systems, Inc. Page 23 of 53
24 The detail list refreshes displaying the updated record. Copyright 2012 Pulse Systems, Inc. Page 24 of 53
25 To remove a detail record, click the checkbox next to the record in the list. Copyright 2012 Pulse Systems, Inc. Page 25 of 53
26 Then click the Remove selected button on the template toolbar. Be careful, do not click the delete button on the top toolbar or you will delete this entire physicians record. Copyright 2012 Pulse Systems, Inc. Page 26 of 53
27 A dialog appears confirming the deletion, click YES. Copyright 2012 Pulse Systems, Inc. Page 27 of 53
28 The detail list refreshes with the record removed. Copyright 2012 Pulse Systems, Inc. Page 28 of 53
29 Use the Copy function to simplify the process of creating new templates for this physician or for other physicians. Click anywhere to continue... Copyright 2012 Pulse Systems, Inc. Page 29 of 53
30 Now let's use this currently selected template to create a new template for another physician using the copy function. Copyright 2012 Pulse Systems, Inc. Page 30 of 53
31 First, Check the desired detail records individually or use the check all option. Copyright 2012 Pulse Systems, Inc. Page 31 of 53
32 With the desired records checked, click the COPY SELECTED button on the template toolbar. Copyright 2012 Pulse Systems, Inc. Page 32 of 53
33 The copy template window opens displaying existing staff and physicians in the list and a toolbar at the bottom. Click on the physician in the list that you want to copy this template too. Copyright 2012 Pulse Systems, Inc. Page 33 of 53
34 You may select and existing template for this physician but in our case we want to create a brand new template so we will click the create new template button on the toolbar. Copyright 2012 Pulse Systems, Inc. Page 34 of 53
35 The add new template dialog opens. Complete the information as discussed in the create and rank a template lesson. Copyright 2012 Pulse Systems, Inc. Page 35 of 53
36 No audio Copyright 2012 Pulse Systems, Inc. Page 36 of 53
37 No audio Copyright 2012 Pulse Systems, Inc. Page 37 of 53
38 Click the Add button. Copyright 2012 Pulse Systems, Inc. Page 38 of 53
39 The list refreshes with the new template displayed for Dr. Famila. Click on the new template in the list. Copyright 2012 Pulse Systems, Inc. Page 39 of 53
40 And finally, click the COPY button on the toolbar to copy the detail records to this new template. Copyright 2012 Pulse Systems, Inc. Page 40 of 53
41 Now return to the demographic tab and find Dr. Famila's record in the normal method. Copyright 2012 Pulse Systems, Inc. Page 41 of 53
42 No audio Copyright 2012 Pulse Systems, Inc. Page 42 of 53
43 No audio Copyright 2012 Pulse Systems, Inc. Page 43 of 53
44 No audio Copyright 2012 Pulse Systems, Inc. Page 44 of 53
45 Click the template tab. Copyright 2012 Pulse Systems, Inc. Page 45 of 53
46 The new template appears in the list. Click the rank button and rank this new template accordingly. Copyright 2012 Pulse Systems, Inc. Page 46 of 53
47 No audio Copyright 2012 Pulse Systems, Inc. Page 47 of 53
48 No audio Copyright 2012 Pulse Systems, Inc. Page 48 of 53
49 No audio Copyright 2012 Pulse Systems, Inc. Page 49 of 53
50 No audio Copyright 2012 Pulse Systems, Inc. Page 50 of 53
51 Finally, click on the template in the list. Copyright 2012 Pulse Systems, Inc. Page 51 of 53
52 And make any changes required for this physician. Copyright 2012 Pulse Systems, Inc. Page 52 of 53
53 When finished, click the exit button on the top toolbar to return to the main PulsePro dashboard. Copyright 2012 Pulse Systems, Inc. Page 53 of 53
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