How do I set up and use Appointment Templates?

Appointment Templates can be very useful for staff booking appointments. Choosing the appropriate template when booking an appointment will add useful text and the correct flag to the appointment.

You can view and setup up Appointment Templates from the SystmOne menu Setup > Appointments > Appointment Templates as below.  

You should already have these Welby Innovate templates …

If you click on a template, you will see the detail in the right hand window.  For example the Monitoring Appointment template will add the text '*Monitoring Bloods / Obs - please see Recall Overview template for details' to the appointment and also add the Blood Test flag.   

To use Appointment Templates when booking an appointment, just click on the Template button in the Book New Appointment window, and choose the template you need.