How to Create or Edit an Encounter Template

New Templates can be created by using the Add New Template option.

The "Add New Template" creates an empty encounter template.
Continue editing by clicking on Edit.

The "Add New Action” dropdown provides the following Recording and Intercom options: Start Video, Stop Video, Send Audio to Hallway, and Send Audio to In-Room.

The different actions/steps defined in the encounter template repeat with the start of each new encounter.

The time picker displays hour - minute - second dropdowns.

In the example above, the video recording starts 5 minutes after the Encounter starts, and stops 1 hour after it.

Available Encounter Templates can be selected from the respective dropdown menu. They can be edited using the Edit button.

Selecting an Encounter template opens it in read-only mode.

In the editing mode, Actions can be set, adjusted, or deleted. The process can be saved or canceled, and the whole template can be deleted with the dustbin icon.

Steps are ordered into a sequence based on the time setting.
NOTE: There is no auto-save in edit mode. Use the Save button.

IMPORTANT: The actions are only ordered after the save.

For more information on Flexi Scheduling, refer to the pages below:

Flexible ('Flexi') Scheduling

How to Set up and Run Flexi Events