Client Profile: Appointments

When viewing the client profile, select the Appointments top tab to open the list of all past and present appointments for that client.

You can filter the view to bring up appointments within a specified time frame.

To create a new appointment:

  1. Click Create Appointment
  2. The system will default to showing a certain amount of available time slots and other Therapists if available (If in a group practice, designate the Therapist associated with the appointment being schedule).
  3. Select the Day and Time Slot desired. If needing to create an option other than what is showing, select Other Time.
  4. The next screen takes you to Edit Appointment. Here is where you will complete additional details, such as  Start/End times, session length, office location, CPT codes, etc.
  5. Once you have filled out what is needed, click Save.
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