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Assign an HCP diary template

Steps to assign a diary template to an individual HCP to enable scheduling in their diary

Written by Connor Baeza

Once an HCP diary template has been created, it needs to be assigned to an individual HCP before their diary can be used for scheduling. Each HCP can only have one template assigned at a time.

Assign a template to an HCP

  1. Go to Rio Configuration, then click HCP Diary Configuration.

  2. Select the HCP from the pick list and click GO.

  3. To base the diary on an existing template: select the template in the Use predefined template field and click GO. Confirm that you want to copy the template details to this HCP's diary.

  4. To configure the diary manually: enter or modify session details in the same way as for an HCP diary template.

  5. Configure diary access as required. See the Grant cross team diary access article for details.

  6. Click Save.

📌Note: Each HCP can only have one diary template assigned at a time. Assigning a new template will replace the existing one.

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