Recurring patterns are used when a series of sessions have to be scheduled for the patient(s) without creating multiple individual sessions which increases the administrative task and becomes cumbersome. 



Creating A Recurring Session


  1. In the dashboard view, click the “+” icon and select Create Appointment.
  2. Select the type of appointment for which you want to create a recurring session from the appointment type list.
  3. In appointment pop up screen-
    1. Select the patient's name
    2. Active Auth.
    3. Service
    4. Provider Name.
    5. POS.
    6. From Date.
    7. From Time.
    8. To make an appointment recurring, click the Recurrence Pattern toggle
    9. Status

  4. Click the Recurrence Pattern toggle to provide more options for the recurring pattern. There are three repeat options-

    1. Day Repeat

    2. Week Repeat

    3. Month Repeat

  5. Day Repeat Option (B): The recurrence happens daily based on the Repeat Every count (A). For example - If the repeat every count (B) is 1 the sessions are scheduled for every day until the end date. If the repeat every count (B) is 2 the sessions are scheduled every other day and so on. The Repeat On (D) option is used to specify which day the recurrence will happen. This selection should be made to complete the appointment creation process. Select the Till Date (C) as the auth end date. Select the Status (E) as scheduled. Then click Save (F) to schedule the appointment.

  6. Week Repeat Option (B): In this pattern, the recurrence by week basis. For example - if the Repeat Every count (A) is 1 the sessions are scheduled every week until the end date. If the Repeat Every count (A) is 2 the sessions are scheduled every other week and so on. The days during which the session will be scheduled are denoted by the Repeat On (D) selection. This selection should be made to complete the appointment creation process. Select the Till Date (C) as the auth end date. Select the Status (E) as scheduled. Then click Save (F) to schedule the appointment. 

  7. Month Repeat Option (B): In this pattern, the sessions are scheduled every month or based on the Repeat Every count (A). For Example – If the Repeat Every count (A) is 1 the sessions are scheduled every month on the first date of the appointment and so on. If the appointment is scheduled on August 05, 2023 with an end date of Nov 10, 2024 and the Repeat Every count (A) is 1. Appointments will be scheduled on Aug 05, Sep 05, Oct 05, and Nov 05. The Repeat On (D) selection process denotes the days the sessions must recur. This selection should be made to complete the appointment creation process. Select the Till Date (C) as the auth end date. Select the Status (E) as scheduled. Then click Save (F) to schedule the appointment.