Start Charting

Are there uncharted notes that exist for a client? Or perhaps a CPT code needs updating or adding?

TherapyAppointment 2.0 offers two access points to chart clients. This article looks to capture the main areas to locate and adjust Charting information for a client.

Access Point 1: My Schedule

  • Click My Schedule from the left-hand menu
  • Select the appointment desired
  • Select the button

Access Point 2: Today

  • Click Today from the left-hand menu
  • Select the appointment desired
  • Select the button

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