Treatment Schedule Templates allow your clinic to apply an entire multi-visit care plan in just a few clicks. This ensures consistency, saves time, and reduces scheduling mistakes.
Steps to Schedule an Appointment Using a Treatment Schedule Template
1. Click the Calendar + tab
From the App Launcher or navigation bar, click the Calendar+ tab.
2. Click on the desired date and time
Select the exact start date and time slot for the first appointment in the treatment plan.
3. Enter or select the patient
New patients: Fill in all required patient details (name, phone, email, etc.).
Existing patients: Start typing the patient’s name in the Patient Name field and select them from the dropdown that appears.
4. Click the Advanced tab
Switch to the Advanced tab/section in the appointment window.
5. Select Treatment Schedule Template
In the Template dropdown, choose the desired Treatment Schedule Template.
6. Click Create Appointment
Click Create Appointment (or Save) to generate the entire series of appointments defined in the template.
All visits in the treatment plan will now appear on the calendar automatically. Your team can review or adjust individual appointments afterward if needed.
Tip: If you don’t see the Treatment Schedule Template option, make sure at least one template has been created in Setup → Custom Metadata Types → Treatment Schedule Template.