Overview
The Planner lets you organise routine appointment sessions in advance. Once you’ve prepared your recurring week templates, you can build out your future sessions quickly and reduce repetitive admin.
Accessing the Planner
Click the EMIS button, point to Appointments, then select Planner. You’ll see a calendar in the main pane and a list of available week templates in the navigation pane on the left.
Adding Users and Templates
- Add Users: In the navigation pane, select Quick Pick to add the session holders you need to plan for.
- Drag-and-Drop Templates: Pick a week template from your list, and drag it onto the chosen user and week. If needed, you can highlight and Copy Week Forward to replicate those sessions into subsequent weeks.
- Apply Changes: When you’re ready, select Apply on the ribbon. Any conflicting sessions for holidays or double-bookings are flagged so you can fix them first.
Editing Sessions
- Modify Existing Entries: Double-click a week to rearrange or delete sessions as needed. If appointments are already booked, you’ll need to rebook patients before removing that session.
- Recurring Templates: For fully automated scheduling, add a template with No end date, and EMIS Web will keep generating sessions for up to 52 weeks in advance.
"The Planner can save valuable admin time by allowing you to set up multiple weeks of sessions in a few clicks, rather than repeating the same task each time."
Tip: Use the Select All option if applying templates to multiple session holders in a single week.
If you need more flexible scheduling or if your practice wants to offer digital booking options to patients, see below.
Did you know? Hero Health integrates with EMIS Web to offer fully configurable online booking. You can set up direct booking via your own website, reducing phone calls and freeing up staff. Patients appreciate the convenience and it cuts down admin tasks.
