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Post by bethers711 on Mar 29, 2017 11:12:55 GMT -6
It would be nice if there was a setting so that you could "lock" appointments when you create a recurring block on the schedule. We have certain slots that are blocked everyday, and sometimes employees accidentally delete the recurring appointment.
Is there a way to prevent this?
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Post by tag701 on Apr 13, 2017 9:46:03 GMT -6
YES PLEASE! I've been asking for this since we started with Crystal!
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Post by frehcgirl on Apr 14, 2017 9:30:32 GMT -6
We use a full templated schedule everyday and we would love to see an easier way to build template. I would like to be able to create an copy a whole day or half day. The more choices the better.
And then, I would like for the template to LOCK. I never worked with a software that you don't double click! So when my staff forgets and doubble clicks on an appointment slot-they wipe out my template!
I template is something that staff should not be able to change-especially so easily.
I found out very early on that in our office the reoccuring feature doesn't really work well. We have 5 doctors and if I need to make a change to just one day on one doctor, it changes all unless I have made individually.
So now that is what I do--template every 15 minute slot for all day then every day---it is very time consuming.
I also wish that if a doctor decides that they are no longer working on a certain day and I take that day off of their schedule-the template would be blocked as well. Instead, I have to then set a reoccuring not available appointment to block all of those days!
YIKES that's a lot of work.
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Post by vaderkty on May 10, 2017 12:09:42 GMT -6
It was way too much work to template so I make sure only one or 2 people schedule, NO contacts at last appointment of the day or right before lunch and no follow-up for contacts on Saturdays. Sometimes training the right way is easier than templates...but not by much  |
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