Exporting and Importing Session Templates

To enable you to share session templates across different practices, you can export and import them.

Exporting a Session Template

To export a session template for a different practice to use:

1. From Appointments Setup, select the Main Menu .
2. Select Sessions and the list of available sessions displays.
3. Select the session template(s) you wish to export and select Export .
4. The Export Session Template(s) screen displays the sessions you have selected:

5. Check the details of the selected sessions and then select Export .
6. The Save As screen displays, navigate to where you want to save the Vision Sessions Export file, give the file an appropriate name and select Save:

7. Your Sessions are now ready to be sent via email.

Importing a Session Template

To import a session template from a different practice:

1. From Appointments Setup, Extension plan screen, select Import Setup Data .
2. The Open screen displays, navigate to where you saved the incoming Vision Sessions Export file:

3. Select Open and the Import Session Templates screen displays:

4. Check the details you are importing and then, select Proceed .
5. The Import Wizard - Session Types screen displays, detailing any warnings relating to the sessions, for example duplicated session names. Providing you are sure, select Proceed .
6. The Session Types list has been updated message displays, select OK.
7. The Import Wizard - Slot Types screen now displays any warnings relating to slots you are importing. Providing you are sure, select Proceed .

8. The Slot Types list has been updated message displays, select OK.
9. The Import Wizard - Session screen displays, select Proceed .
10. The Sessions list has been updated message displays, select OK.
11. Appointments Setup restarts and the imported sessions are now ready to be updated if required and used in your plans.