Creating and managing templates

Adding and editing appointment slots

You can create templates for your clinic resources. Templates define the times, durations, and services for appointment slots.

Clinic resources can have one or more templates. For example, you might have one template for weekdays and another template for weekends. The clinic resource must have an active date range for the templates to apply.

Read more about adding an active date range for a clinic resource

Creating and managing templates on a mobile

You can't do this on a mobile.

Creating and managing templates on a desktop

  1. From  Outpatients > Manage > Clinic Details, select a specialty, clinic, and clinic resource.

  2. From Templates, select New.

  3. Enter a name for your template.

  4. Select Add.

  5. From Templates, double-click on a template.

  6. Edit the template using the table below.

    Name

    Select to edit the name of the template.

    Code

    Select to enter a code for the template.

    Description

    Select to enter a description of the template.

    Clinic

    Shows the clinic for the appointment slots. You can't edit this.

    Resource

    Select the clinic resource for these appointment slots.

    Frequency

    Select a frequency to choose when appointment slots are available.

    To make appointment slots available on:

    • Specific days on specific weeks, select Daily.

      For example, every week on Tuesday and Thursday.

    • A specific date on specific months, select Monthly by date.

      For example, the 1st day of the month every 2 months.

    • Specific days on specific months, select Monthly by day.

      For example, on the 1st and 3rd Monday of every month.

    Days of the Week

    Only for the frequency 'Daily'.

    Select one or more days of the week when appointment slots are available.

    For example, every weekday, or only Tuesday and Thursday.

    Repeat weekly

    Only for the frequency 'Daily'.

    Select the weeks when appointment slots are available.

    For example, every week, or every 6 weeks.

    Day of the Month

    Only for the frequency 'Monthly by date'.

    Enter a day when appointment slots are available.

    For example, enter 1 if you want appointment slots on the 1st day of the month.

    Repeat monthly

    Only for the frequencies 'Monthly by date' and 'Monthly by day'.

    Select the months when appointment slots are available.

    For example, every month, or every 6 months.

    Occurrence

    Only for the frequency 'Monthly by day'.

    Select when appointment slots are available.

    For example, on the 1st and 3rd occurrence of the month.

    Day of the Week

    Only for the frequency 'Monthly by day'.

    Select a day of the week when appointment slots are available.

    For example, on the 1st and 3rd Wednesday of the month.

    Public Holidays

    Select an option to choose if appointment slots are available on public holidays.

    Reporting category

    Select a category for reporting purposes.

    Auto-create days ahead

    Enter a number of days. Nervecentre automatically creates appointment slots this number of days ahead.

    For example, if you enter 30, Nervecentre checks every night that it has appointment slots for the next 30 days, and if it doesn't Nervecentre creates more appointment slots.

    Start date

    Select a date to choose when appointment slots become available.

    End date

    Select a date to choose when appointment slots are no longer available.

    Named Clinician

    Not in use.

  7. Add slots.

    Read more about adding slots

  8. Optional: edit and delete slots.

    Read more about editing slots

    Read more about deleting slots

  9. Select Save.

  10. Apply your template.

    Read more about applying a template

  1. From  Outpatients > Manage > Clinic Details, select a specialty, clinic, and clinic resource.

  2. From Templates, select Copy.

  3. Enter a name for your template.

  4. Select Add.

  5. From Templates, double-click on a template.

  6. Edit the template using the table below.

    Name

    Select to edit the name of the template.

    Code

    Select to enter a code for the template.

    Description

    Select to enter a description of the template.

    Clinic

    Shows the clinic for the appointment slots. You can't edit this.

    Resource

    Select the clinic resource for these appointment slots.

    Frequency

    Select a frequency to choose when appointment slots are available.

    To make appointment slots available on:

    • Specific days on specific weeks, select Daily.

      For example, every week on Tuesday and Thursday.

    • A specific date on specific months, select Monthly by date.

      For example, the 1st day of the month every 2 months.

    • Specific days on specific months, select Monthly by day.

      For example, on the 1st and 3rd Monday of every month.

    Days of the Week

    Only for the frequency 'Daily'.

    Select one or more days of the week when appointment slots are available.

    For example, every weekday, or only Tuesday and Thursday.

    Repeat weekly

    Only for the frequency 'Daily'.

    Select the weeks when appointment slots are available.

    For example, every week, or every 6 weeks.

    Day of the Month

    Only for the frequency 'Monthly by date'.

    Enter a day when appointment slots are available.

    For example, enter 1 if you want appointment slots on the 1st day of the month.

    Repeat monthly

    Only for the frequencies 'Monthly by date' and 'Monthly by day'.

    Select the months when appointment slots are available.

    For example, every month, or every 6 months.

    Occurrence

    Only for the frequency 'Monthly by day'.

    Select when appointment slots are available.

    For example, on the 1st and 3rd occurrence of the month.

    Day of the Week

    Only for the frequency 'Monthly by day'.

    Select a day of the week when appointment slots are available.

    For example, on the 1st and 3rd Wednesday of the month.

    Public Holidays

    Select an option to choose if appointment slots are available on public holidays.

    Reporting category

    Select a category for reporting purposes.

    Auto-create days ahead

    Enter a number of days. Nervecentre automatically creates appointment slots this number of days ahead.

    For example, if you enter 30, Nervecentre checks every night that it has appointment slots for the next 30 days, and if it doesn't Nervecentre creates more appointment slots.

    Start date

    Select a date to choose when appointment slots become available.

    End date

    Select a date to choose when appointment slots are no longer available.

    Named Clinician

    Not in use.

  7. Add slots.

    Read more about adding slots

  8. Optional: edit and delete slots.

    Read more about editing slots

    Read more about deleting slots

  9. Select Save.

  10. Apply your template.

    Read more about applying a template

  1. From  Outpatients > Manage > Clinic Details, select a specialty, clinic, and clinic resource.

  2. From Templates, double-click on a template.

  3. Edit the template using the table below.

    Name

    Select to edit the name of the template.

    Code

    Select to enter a code for the template.

    Description

    Select to enter a description of the template.

    Clinic

    Shows the clinic for the appointment slots. You can't edit this.

    Resource

    Select the clinic resource for these appointment slots.

    Frequency

    Select a frequency to choose when appointment slots are available.

    To make appointment slots available on:

    • Specific days on specific weeks, select Daily.

      For example, every week on Tuesday and Thursday.

    • A specific date on specific months, select Monthly by date.

      For example, the 1st day of the month every 2 months.

    • Specific days on specific months, select Monthly by day.

      For example, on the 1st and 3rd Monday of every month.

    Days of the Week

    Only for the frequency 'Daily'.

    Select one or more days of the week when appointment slots are available.

    For example, every weekday, or only Tuesday and Thursday.

    Repeat weekly

    Only for the frequency 'Daily'.

    Select the weeks when appointment slots are available.

    For example, every week, or every 6 weeks.

    Day of the Month

    Only for the frequency 'Monthly by date'.

    Enter a day when appointment slots are available.

    For example, enter 1 if you want appointment slots on the 1st day of the month.

    Repeat monthly

    Only for the frequencies 'Monthly by date' and 'Monthly by day'.

    Select the months when appointment slots are available.

    For example, every month, or every 6 months.

    Occurrence

    Only for the frequency 'Monthly by day'.

    Select when appointment slots are available.

    For example, on the 1st and 3rd occurrence of the month.

    Day of the Week

    Only for the frequency 'Monthly by day'.

    Select a day of the week when appointment slots are available.

    For example, on the 1st and 3rd Wednesday of the month.

    Public Holidays

    Select an option to choose if appointment slots are available on public holidays.

    Reporting category

    Select a category for reporting purposes.

    Auto-create days ahead

    Enter a number of days. Nervecentre automatically creates appointment slots this number of days ahead.

    For example, if you enter 30, Nervecentre checks every night that it has appointment slots for the next 30 days, and if it doesn't Nervecentre creates more appointment slots.

    Start date

    Select a date to choose when appointment slots become available.

    End date

    Select a date to choose when appointment slots are no longer available.

    Named Clinician

    Not in use.

  4. Add slots.

    Read more about adding slots

  5. Optional: edit and delete slots.

    Read more about editing slots

    Read more about deleting slots

  6. Select Save.

  7. Apply your template.

    Read more about applying a template

  1. From  Outpatients > Manage > Clinic Details, select a specialty, clinic, and clinic resource.

  2. From Templates, double-click on a template.

  3. Select Add Slots.

  4. Enter a time when appointments start.

    For example, appointments start from 9:00.

  5. Enter a duration in minutes for each appointment slot.

    For example, enter 30 if appointment slots are 30 minutes long.

  6. Enter the number of slots you want to add.

    For example, your start time is 9:00 and each appointment slots is 1 hour long. If you enter 6, you add six appointment slots between 9:00 and 15:00.

  7. Enter the number of appointments for each appointment slot.

    For example, you might have three separate appointments for each appointment slot.

    Depending on your organisation, some clinic resources might run group clinics. If a clinic resource runs group clinics, the number you enter is the number of patients you can book into the group appointment.

    For example, you might allow twelve patients in a group appointment.

  8. Select the delivery method for the appointment slots.

    For example, if you choose face-to-face only, you can only book face-to face appointments in those slots.

  9. Select the minimum priority for the appointment slots.

    For example, if you choose urgent, you can only book appointments with the priority urgent or higher in those slots.

  10. Select one or more services you can book in those appointment slots.

    For example, initial consultation and follow-up consultation.

  11. Select Add.

  12. Optional: edit and delete slots.

    Read more about editing slots

    Read more about deleting slots

  13. Select Save.

  1. From  Outpatients > Manage > Clinic Details, select a specialty, clinic, and clinic resource.

  2. From Templates, double-click on a template.

  3. Edit the slots using the table below.

    Appts/slot

    Double-click to enter a number. This is the number of appointments for each appointment slot.

    For example, you might have three separate appointments for each appointment slot.

    Depending on your organisation, some clinic resources might run group clinics. If a clinic resource runs group clinics, the number you enter is the number of patients you can book into the group appointment.

    For example, you might allow twelve patients in a group appointment.

    Priority

    Double-click to select the minimum priority for the appointment slots.

    For example, if you choose urgent, you can only book appointments with the priority urgent or higher in those slots.

    Services

    Double-click to select one or more services you can book in those appointment slots.

    For example, initial consultation and follow-up consultation.

    Delivery

    Double-click to select the delivery method for the appointment slots.

    For example, if you choose face-to-face only, you can only book face-to face appointments in those slots.

  4. Select Save.

  1. From  Outpatients > Manage > Clinic Details, select a specialty, clinic, and clinic resource.

  2. From Templates, double-click on a template.

  3. Select one or more slots.

  4. Select Delete Slots.

After you create or edit a template, you must apply the template. When you apply a template, Nervecentre creates and deletes appointment slots to reflect your template.

  1. From  Outpatients > Manage > Clinic Details, select a specialty, clinic, and clinic resource.

  2. From Templates, select a template.

  3. Select Apply.

  4. Select a start date to choose when appointment slots become available.

  5. Select an end date to choose when appointment slots are no longer available.

    The end date must be within 90 days of the start date.

  6. Select Apply.

    A list appears that shows the appointment slots that Nervecentre plans to create or delete.

    Select + to expand the list.

  7. Select Apply.

    Nervecentre creates the new slots and deletes any old slots.

  8. Select Close.

If you created a template, but you haven't applied it yet, you can delete the template.

Don't delete the template if you have already applied the template, and appointments have been booked.

  1. From  Outpatients > Manage > Clinic Details, select a specialty, clinic, and clinic resource.

  2. From Templates, select a template.

  3. Select Delete.

  1. From  Outpatients > Manage > Clinic Details, select a specialty, clinic, and clinic resource.

  2. Select Schedule Ad-hoc Clinics.

  3. Edit the template using the table below.

    Clinic

    Select to choose a different clinic.

    Resource

    Select the clinic resource for these appointment slots.

    Start day

    Select the date the ad-hoc clinic starts.

    End day

    Select the date the ad-hoc clinic ends.

    Frequency

    Select a frequency to choose when appointment slots are available.

    To make appointment slots available on:

    • Specific days on specific weeks, select Daily.

      For example, every week on Tuesday and Thursday.

    • A specific date on specific months, select Monthly by date.

      For example, the 1st day of the month every 2 months.

    • Specific days on specific months, select Monthly by day.

      For example, on the 1st and 3rd Monday of every month.

    Days of the Week

    Only for the frequency 'Daily'.

    Select one or more days of the week when appointment slots are available.

    For example, every weekday, or only Tuesday and Thursday.

    Repeat weekly

    Only for the frequency 'Daily'.

    Select the weeks when appointment slots are available.

    For example, every week, or every 6 weeks.

    Day of the Month

    Only for the frequency 'Monthly by date'.

    Enter a day when appointment slots are available.

    For example, enter 1 if you want appointment slots on the 1st day of the month.

    Repeat monthly

    Only for the frequencies 'Monthly by date' and 'Monthly by day'.

    Select the months when appointment slots are available.

    For example, every month, or every 6 months.

    Occurrence

    Only for the frequency 'Monthly by day'.

    Select when appointment slots are available.

    For example, on the 1st and 3rd occurrence of the month.

    Day of the Week

    Only for the frequency 'Monthly by day'.

    Select a day of the week when appointment slots are available.

    For example, on the 1st and 3rd Wednesday of the month.

    Public Holidays

    Select an option to choose if appointment slots are available on public holidays.

    Reporting category

    Select a category for reporting purposes.

  4. Add slots.

    Read more about adding slots

  5. Optional: edit and delete slots.

    Read more about editing slots

    Read more about deleting slots

  6. Select Add.

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