WWW.PRIMECLINICAL.COM

 

Intellect™

 

 

UTILITY MENU OPTIONS

 

 

Set Up

 

Appointment

 

Template

 

Copy

 

The Copy Template option allows the user to copy existing Appointment Templates to a different clinic. Having more than one clinic allows this set up information to be copied, thus eliminating the need for duplicate entry.

 

1. To copy Appointment Templates in Intellect, go to Utility --►Set Up --►Appointment --►Template  --►Copy:

 

 

A screen displays:

 

 

2. Clinic No: Type the clinic number that contains the original template.

 

3. From Template Code: Type the Utility --► Set Up --► Appointment --► Template  <Template Code> to be copied.

 

4. Clinic No: Type the clinic number of the destination clinic.

 

5. To Template Code: Type a code for the destination <Template Code>.

 

6. Select [Copy].

 

Top of Page