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Lightning: Creating a Treatment Schedule Template

Updated over 3 weeks ago

Treatment Schedule Templates let your clinic define multi-visit care plans that can be quickly applied when scheduling a patient. They save time, reduce errors, and keep your team consistent.

Steps to Create a Treatment Schedule Template

1. Click the gear icon

Open Setup from the top-right corner.

Step 1 — Click the gear icon

2. Click “Setup”

This opens the main Salesforce Setup area.

Step 2 — Click Setup

3. Search for “Custom Metadata Types”

Use the Quick Find bar.

Step 3 — Search Custom Metadata Types

4. Click “Custom Metadata Types”

This shows the list of metadata types in your org.

Step 4 — Custom Metadata Types list

5. Click “Manage Records” next to Treatment Schedule Template

This opens your existing templates.

Step 5 — Manage Records

6. Click “New”

Create a new treatment schedule template.

Step 6 — Click New

7. Enter a Label

Choose a descriptive label your team will immediately recognize.

Step 7 — Enter Template Label

8. Enter Template JSON

Paste your JSON into the Template JSON field.

Step 8 — Enter Template JSON

9. Click Save

Your new template will now appear in the template list and can be used when scheduling a patient.

Example Template JSON

[
  {
    "dayOffset": 0,
    "treatments": [
      { "type": "acupuncture", "duration": 45, "break": 0 },
      {
        "type": "hydrogen",
        "duration": 30,
        "break": 0,
        "service": "a0FKd00000vHtxXMAS"
      },
      { "type": "acupuncture", "duration": 45, "break": 15 },
      { "type": "acupuncture", "duration": 45, "break": 45 },
      {
        "type": "light",
        "duration": 15,
        "break": 45,
        "service": "a0FKd00000vHtxcMAC"
      }
    ]
  },
  {
    "dayOffset": 1,
    "treatments": [
      { "type": "acupuncture", "duration": 45, "break": 0 },
      {
        "type": "hydrogen",
        "duration": 30,
        "break": 0,
        "service": "a0FKd00000vHtxXMAS"
      },
      { "type": "acupuncture", "duration": 45, "break": 15 },
      { "type": "acupuncture", "duration": 45, "break": 45 },
      {
        "type": "light",
        "duration": 15,
        "break": 45,
        "service": "a0FKd00000vHtxcMAC"
      }
    ]
  },
  {
    "dayOffset": 2,
    "treatments": [
      { "type": "acupuncture", "duration": 45, "break": 0 },
      {
        "type": "hydrogen",
        "duration": 30,
        "break": 0,
        "service": "a0FKd00000vHtxXMAS"
      },
      { "type": "acupuncture", "duration": 45, "break": 15 },
      { "type": "acupuncture", "duration": 45, "break": 45 },
      {
        "type": "light",
        "duration": 15,
        "break": 45,
        "service": "a0FKd00000vHtxcMAC"
      }
    ]
  },
  {
    "dayOffset": 3,
    "treatments": [
      { "type": "acupuncture", "duration": 45, "break": 0 },
      {
        "type": "hydrogen",
        "duration": 30,
        "break": 0,
        "service": "a0FKd00000vHtxXMAS"
      },
      { "type": "acupuncture", "duration": 45, "break": 15 },
      { "type": "acupuncture", "duration": 45, "break": 45 },
      {
        "type": "light",
        "duration": 15,
        "break": 45,
        "service": "a0FKd00000vHtxcMAC"
      }
    ]
  },
  {
    "dayOffset": 4,
    "treatments": [
      { "type": "acupuncture", "duration": 45, "break": 0 },
      {
        "type": "hydrogen",
        "duration": 30,
        "break": 0,
        "service": "a0FKd00000vHtxXMAS"
      },
      { "type": "acupuncture", "duration": 45, "break": 15 },
      { "type": "acupuncture", "duration": 45, "break": 45 },
      {
        "type": "light",
        "duration": 15,
        "break": 45,
        "service": "a0FKd00000vHtxcMAC"
      }
    ]
  }
]

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