| • | Go to admin pages and click ling into the add/edit assign appointment reasons |
| • | You will see a list of appointment reasons |
| • | Click on the apt reason that you want to add to the schedule |
| • | The click associated schedules, click new and choose the schedule you would like to associate it with |
| • | Then choose the correct template that your schedule is under, for example: the apt schedule templates would be under exam room flow, which is the first option under the template drop down box |
| • | You can continue to go back to the add/edit appt reason to schedule and add all the apt types that you would like to each schedule, as many as you need |
| • | After each time you add a apt reason you must click submit --- note: you can also choose to make apt reason inactive as will by clicking on the reason and clicking inactive link below |
| • | For each appointment reason, also assign a template |
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