The following instructions are to add an Appointments template.
Instructions
- Access RevEngage > Settings > Templates > Appointments.
- Click 'Create New Schedule.'
- Select Schedule Type from the dropdown menu.
- Click 'CREATE.'
- A template displays within the list that matches the Schedule Type you selected in step #3. Select the template within the list.
- Complete all appropriate fields. Note: ADD FILTER is associated to Patient Groups.
- Click 'SAVE CHANGES.'