Autopilot and Today Schedule
If you're looking for a simple, easy heads-up view of your calendar items and common tasks, look no further!
The Today and Auto-Pilot views give you an overview of the day on a screen designed to be able to have up while in sessions.
To take advantage of this feature as a therapist:
- Ensure you're on (left menu)
- Click (top left)
Today View
This view gives you a look at your daily schedule with client initials for privacy.
Note: Clicking on an appointment or meeting will allow you to view the full details of that particular appointment, like charting and billing.
movie Video:
Need to Change the Date
Click on the day / date (top left) to reveal a calendar dropdown where you can select another day:
Auto-Pilot View
You can load Auto-Pilot either way:
- From the top right menu, click
- At the bottom center, click
On the Left:
- Date and time
- Any unread messages
On the Right:
- We list all appointments with circles, above the client friendly initials
- Click any of the circles on the right side to show that appointment
- Example: Clicking on the first circle reveals the first item on the calendar today
Button Details:
Once clicking on the appointment, you'll see the client initials and time of the appointment.
Options:
- View Appointment (shows the appointment popup)
- Previous Note (shows the most recent chart note recorded)
- + Schedule Next Appointment if it's the last (or it lists the next appointment)
