When seeing a client on a regular, ongoing basis, save yourself some time and opt for creating a repeating appointment.
Within My Schedule (or Practice Schedule as a staff member), click on the day/time desired for the repeating appointment. Include the relevant information (like name, telehealth), then select [More Details / Options] like below:
From here, you can customize to repeat every:
- __ Days, Weeks, or Months
- You can select multiple dates on the week, so in the example above the appointment will repeat every Tuesday and Friday of each week, and will end on 2/28/2021
- You can also set the repeat appointment to end after a certain number of appointments (occurrences)
**NOTE: Repeats appointments are ONLY available when the user clicks ‘Add Details’. It is currently not possible to go back into the created appointment and edit the singular appointment to have it repeat. You would instead want to follow this process from start to finish.