Table of Contents
Overview
Creating a new template
Applying the new template
Overview
- Athena sends us three days’ worth of schedule inventory each night
- As a result, before you apply a new template, you need to modify your existing template so it ends before the new one starts.
- Important: set the start date of the new template to be a minimum of three days from
now, and then set the end date of the old template to be one day before the start date
of the new one - Modifying is NOT the same thing as rolling back.
- Modifying allows you to set a future date when the modification is effective
- Rolling back is immediate
- For example, if today is August 7th:
- The first possible date you can set a new template to start is August 10.
- You should modify your old template to end on August 9 if you are setting a new template to start on August 10th.
Example of a Schedule Issue:
- Ryan made a new template on 8/4. When he applied it, Athena sent us inventory for 8/5, 8/6,
8/7. - However, we still had inventory from the prior template, which was edited to end on 8/3. Athena would have sent us inventory for 8/4, 8/5, 8/6.
- As a result, some of the patients that booked on 8/4, 8/5, and 8/6 were booking inventory on the
old inventory -which existed in ER Express, but no longer existed in Athena. - When we sent those appts to Athena, Athena refused them and told us to cancel the
reservation. - By 8/7, the old inventory no longer existed.
Example "Conflict" Error Message from Athena
Creating a new template:
1. First, create the new template
2. Give it a unique name
3. Make sure all times have only one appt type per slot
4. Set the start date three days from now. For example, if you create a template on August 6, the
soonest it can take effect is August 9.
5. Save (not Save & apply)
6. Review it internally as needed
Applying the new template:
Set the new template to start three days from today:
Old template: Set it to end the day before the new template is set to begin.
Example of setting the effective date of the new schedule to be three days from now:
After you set the dates, you can click ‘Preview,’ which allows you to see the effects without having to save (i.e., can you still click ‘Cancel’)
