Maintain Templates

With the Template Maintenance function, you can review a template, copy a template to another database, delete a template, or print a report listing the various templates you have created in CGM webPRACTICE.

The Template Maintenance function provides the following functions:
Upon accessing this function, if there are any previously stored templates, the Template Summary screen will list them. You can review, copy, or delete a template, by selecting it. To select a template, click anywhere in the row containing the template information.



If you have not previously created any templates, the Template Summary screen will be blank. For detailed information on creating and storing templates, see the Create and Save as Template located in the Doctor Schedule Maintenance Help section.

Print Templates
To print a template, click Print in the Action Column. You can select to print the detailed information for a template or you can print a report listing the templates.



Data Field Information
Prompt Response Req Len
Begin with Template ID Type the Template ID you want to start with or select from the Template ID list.   10
End with Template ID Type the Template ID you want to end with or select from the Template ID list.   10
Summary Only If you only want to print a summary, select this check box. 1

Sample Report



Review a Template
To review a template, select a template from the Template Summary screen. The appointment times, location, and any reserves setup for the template will display.




Copy a Template
To copy a template to another database, select a template from the Template Summary screen. The appointment times, location, and any reserves setup for the template will display. To copy the template, click Copy in the Action Column. Select the Database Number you want to copy the template into.
 

 
Complete the fields and click Save.


Data Field Information
Prompt Response Req Len
Template ID This field in informational only.   10
Location This field in informational only.    
Copy to Database Displays the database number you selected to copy  this template into. 2
Copy to Location Select the Location you want to copy this template into.    
New Template ID If you want to change the Template ID when copying it, type a new ID. 10
New Template Description If you want to change the Template Description when copying it, type a new Description.   45
New Brief Description If you want to change the Template Brief Description when copying it, type a new Brief Description.   20

Delete a Template
To delete a template, select a template from the Template Summary screen. The appointment times, location, and any reserves setup for the template will display. To delete the template, click Delete in the lower-right corner.