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Isla's powerful scheduling functionality allows logged in users to plan automated requests to be sent in the future. Schedules are now more flexible and customisable, allowing varied types of requests in one schedule and any combination of time gaps between requests sent to the patient. In this help centre article, we'll walk through how to set up a schedule on a patient, and how to use schedule templates.
Setting a schedule on a patient
Once you've created a folder for a patient, you can set a new schedule on a patient using the 'Create schedule' button. This option is available on any folder, whether newly created or already existing.
The schedule builder will appear, which can be used to create a request timeline (a set of requests due to go out in the future) on the patient. You have the option of
a) creating a schedule manually (setting any number of requests unique to this patient), or
b) using a predefined schedule template.
Build or edit a schedule manually
To create a bespoke schedule for a patient, click the Add item(s) to schedule button, or click the '+' on a given day. When creating a schedule manually on an individual patient, you can add requests one at a time, or send the same request more than once. Each request is fully configurable, including the method of delivery, the type of data requested, and whether a reminder text should be sent. You can delete or edit individual requests along the timeline.
You can edit a patient's schedule in this way at any point along the patient's timeline, even if the schedule has already begun.
FAQs
Why can't I edit a schedule through my folder settings?
Isla now supports all editing of scheduled requests on a folder to take place in one place.
Users no longer need to click into a folder's settings to change a patient's schedule.
Instead the patient's set of upcoming of requests is visible directly from the patient's folder. View and edit the schedule by clicking the button labelled 'Create schedule' or 'Edit schedule' (the latter for when a schedule already exists).
The schedule builder will open. For more on how to set a schedule from here, see Setting a schedule on a patient.
Can I set a schedule without using a template?
Yes you can! You can set a schedule on a patient on an ad-hoc basis by following these steps.
Can I add additional requests on top of an existing schedule?
Yes you can! You can manually add additional requests onto an existing schedule on a patient on an ad-hoc basis by following these steps. Please note that applying a schedule template onto an existing schedule will clear any future requests.
How do I disable a schedule?
Any future requests can be removed by opening the schedule builder by clicking 'Edit schedule', and clicking 'Delete all future items'. You will be asked to confirm the action, and requests that have already been sent will remain visible in the timeline for record-keeping purposes.
