Deleting Templates

You can permanently delete a Template from the system, but if you just want to release a Template for other Appointments, whether for a single day or from this day forward, it is better to use one of the Release options from the menu that appears when you right-click the Template on the Scheduling Grid. Only use the Delete option when you wish to remove all record that the block existed. Deleting a Template will remove all history of it in the Template Utilization Report.

To delete a Template:

1. Open the Scheduling module, and navigate to a date on the Scheduling Grid that displays the Template you wish to delete.
2. Do one of the following:
   • Right-click the Template you wish to delete and choose Delete from the menu. Or,
   • Click the Template you wish to delete and, from the Template Sheet Bar options, select Delete.
3. In the Confirmation dialog that appears, select one of the following options:
   • Yes
   • No

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