To begin, open Crystal and navigate to the Schedule tab
Select a time slot by double-left clicking on the grid (for this example I will use 1:00 PM)
The Make Appointment screen will appear. Select the dropdown box to the left of Patient and choose Template Next select Type. (The types listed are the ones you have created under Admin >Schedule>Appointment Types).
For this example, I have chosen ‘Phone Call’.
Next click the ‘Recurrence’ button. The recurring appointment screen will appear:
The Phone Call Template has now been created. The ‘Duration’ box (showing 15 in this example) pulls from the make appointment screen.
You can specify the pattern and repeat options.
Length allows you to specify the recurrence, the total number of appointments and how long you want to repeat the schedule template.
When finished, click the ‘Create Appointments box to finish.