The Planner in EMIS Web helps you schedule your practice’s standard appointment sessions weeks or months in advance. You can easily set up and apply week templates to multiple users, copy sessions forward, and handle recurring sessions (for example, ongoing clinic schedules). This reduces repetitive setup work and ensures that your organisation’s routine sessions are correctly mapped out.
Key features of the Planner:
- Drag and drop week templates directly onto the calendar to quickly populate future sessions.
- Set up recurring templates if you want sessions to repeat regularly with no fixed end date.
- Handle conflicts easily: if two templates overlap, you will be alerted and can choose how to resolve them.
- Preview or copy forward any planned sessions to speed up repeat scheduling.
Using the Planner can significantly reduce time spent on manual scheduling, particularly when rolling out the same appointments every week or month.
