Purpose
This article walks through the steps to assign templates to staff members to build out your staff schedule.
Navigating to the scheduling module
To navigate to the scheduling module, select 'Scheduling & Appointments' from the modules menu on the left-hand side navigation bar.
Once in the scheduling module, select 'Staff Schedule' on the left hand side navigation bar.
Applying a template to the staff schedule
When you have created your daily and weekly templates you can add them to the staff schedule and assign them to your team members.
Select the day and staff member that you want to add a template for. Start by clicking into the Monday space for the staff member you want to assign a template to and a pop up will open with options of what you can add to the schedule.
Here you can choose to Apply a schedule template or Apply a week template.
Select Apply schedule template if you want to assign a single-day template.
Select Apply week template if you want to assign a full-week template.
When adding the template you'll be prompted to choose which template you're applying and when you want it to start from.
Click Continue to review and you'll see a preview of the template. From here you can check you have the correct template and then click Apply Template.
You will see that the sessions have been added to the staff schedule.
Copying the schedule forward
Once you have added templates for all of your team, you can copy the week forward for multiple weeks. Click Copy schedule forward, then specify the number of weeks you want to extend the schedule for.
When you click Continue to review, Medicus will automatically highlight any staff absences or practice closure periods that occur within the time range you’re extending the schedule to.
If a staff absence or closure period overlaps with the dates you’re copying the schedule forward for, Medicus will not create diaries for those times.