PracticeMaster Q&A: Variables in Calendar Plan Templates

February 2019    Tags: , ,

I have a Calendar Plan Template set up that I use quite often. One of the Calendar entries requires the Location field be filled in, but not always with the same value. Since the rest of the entry is already prepared, is there an easy way to fill in a manual value other than having to stop the process?

The Calendar Plan Templates in PracticeMaster provide the ability to add custom variable values to any fields, which are prompted for during the processing of the Template.  In order to have the system prompt you for your “Location” value, you can do the following:

  1. From the Calendar menu, select Calendar Plan Templates.
  2. Select the desired Calendar Plan Template, and then the Template Item.
  3. In the Item Detail section, click the Edit Fields button.
  4. In the Location field, enter “<<Location>>”.
  5. Press Ctrl+S.

Now when you process the template, there will be a LOCATION field in the Variable Substitution section of the Process Template window. Simply enter the desired location for this plan.

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