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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 details of that particular appointment:
movie Video:
Need to Change the Date
Need to review a different day?
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
This brings you to Auto-Pilot, highlighted below:
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 item
- Example: Clicking on the first circle reveals the first item on the calendar today
Button Details:
- calendar_month View Appointment (shows the appointment popup)
- edit Previous Note (shows the most recent chart note recorded)
- + Schedule Next Appointment (or it lists the next appointment)
