This article explains how you can view your scheduled sessions in a calendar form.
To get started with managing your appointments, follow these steps:
- Navigate to the Appointment tab that is on the left side of your screen. Within the Appointment tab, select the Calendar View option.
Calendar View Functionalities:
A. Calendar Display: TherapyPMS has three different display views to choose from.
- You can choose between day, week, or month.
- Navigate to the previous day, week, or month by using the '<' or '>' buttons on the left side of the screen.
- To view the previous year, simply click on '<<' or '>>'
Please note that the week view is the default option.
Daily View
Weekly View
Monthly View
B. Availablity: You can see the provider's availability and then schedule a meeting.
- Switch on the "Availability" toggle and select the provider(s) from the list to view their availability in the calendar view.
- Click on your desired timing, enter the details of the appointment, and click on "Add Appointments."
You can also schedule an appointment by clicking on the empty place under a particular day in the calendar.
C. Include Non-Billable: You can include or exclude non-billable sessions from the calendar.
- Switch on the "Include Non-Billable" toggle to include the non-billable session(s) from the calendar view.
- Switch off the "Include Non-Billable" toggle to exclude the session(s) from the calendar view.
D. Edit Appointment: You can edit appointment details by following these steps.
- Click on the appointment you need to edit and an Edit Appointment screen will pop up.
- Make the necessary changes.
- Click on the save button and the changes will be saved.
- If you need to know the details of the session, locate the appointment and click on the info button (?) to get a preview.
If you want to add or edit session notes, on the appointment slot and an Edit Appointment Screen will pop up.
- Add notes by clicking on the "Add Notes" button.
- To view the notes that you have added previously, click on "View Notes".
- If you want to use a note you have created previously and edit it, click on "Copy Notes".
- Add Sticky Notes for the session or the patient by clicking on the message icon.
To add a replacement provider, click on the plus icon.
- Choose the name of the replacement provider from the drop-down menu.
- Enter their start and end time and click on "Save Changes."
- If you want to add more than one replacement provider, click on the plus icon again.
- If you want to remove any/all replacement providers, click on the minus icon.
E. Filter: You can apply advanced filters to view specific appointments.
Click on the "Filter" icon and choose any one of the options
- Date
- Treatment Type
- Patient(s)
- Provider(s)
- Place of service
- Status
Note: Date Range is required. Only if you select the desired date range, you can select addiotonal filters.
F. Background color setting: You can customize your calendar by clicking on the "gear icon"
- Customize the appointments by provider or service.
- Choose whether you want to display the provider's first and last initials, the client's first and last initials, or both in each appointment.
- Choose between three different layout types
- Normal Grid View - The appointments will appear without time divisions.
- Time Grid View - Time divisions will appear and the appointments will have a background color, irrespective of their status.
- Time Grid Rendered View - It is similar to 'Time Grid View' but the appointments are color-coded based on their status. For Month View, this is the only applicable option.
G. Calendar Sync: You can sync the TherapyPMS calendar with your Google Calendar
- Click on the Google Calendar Icon.
- Choose the Provider Name and the date range.
- Click on Sync to Google Calendar.
- If you want to reset the synced calendar, click on the Reset Google Calendar button.
H. Print Calendar: Download a PDF version of the Calendar with this option.
[In the tutorial below one of our experts demonstrates how to navigate the Calendar view.]