Video Walkthrough

View the below walkthrough video on Calendar View in Provider Portal


How to Manage Appointments in Calendar View?

Navigate to the Appointment module on the left. Within the Appointment module, select the Calendar View option.


Calendar View Functionalities: 

Calendar Display: TherapyPM has three different display views to choose from. 

  • You can choose between day, week, or month.
  • Navigate to the previous or next day, week, or month by using the '<' or '>' buttons on the left side of the screen.
  • To view the previous or next year, simply click on '<<' or '>>'
Note: The week view is the default option.

Daily View



Weekly View



Monthly View


Show Weekend: Disengage the toggle to remove Saturday and Sunday from the Calendar View.



Edit Appointment: 

You can edit appointment details by following these steps. 

  • Select the appointment you wish to edit. An Edit Appointment screen will pop up. 
  • Make the necessary changes and save them.  
  • To view session details, click the info button (i) for a preview. 
     
  1. For further actions, click the orange Actions button: 
    • Add Notes - Click this option to add a session note.
    • View Notes - Click this option to view the add session note.
    • Copy Notes - Click this option to make a copy of an existing session note.
    • Sticky Notes - Use this option to add a sticky note to the session.
    • Add Session Break - Click this option to add session break(s). A drop-down will appear, asking you to select Replacement Provider, Start and End Time. 
  2. Patient Arrival: Click this option to engage the patient arrival function.
  3. Start/End Session: Enable the toggle at the top to activate it.  


Filters:

You can apply advanced filters to view specific appointments. Click on the "Filter" icon on the top right corner. Choose any one of the options under the drop-down for the following:

  • 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 additional filters. 


Settings: 

You can customize your calendar by clicking on the "gear icon".

  • Color By: Customize the appointments by provider or service for the background color. 
  • Title By: 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
    1. Normal Grid View - The appointments will appear without time divisions.
    2. Time Grid View - Time divisions will appear and the appointments will have a background color, irrespective of their status. 
    3. 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.
  • Show As Default - 
    1. Select if you want to view weekend or non-billable.

H. Calendar Sync: You can sync the TherapyPM 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.


I. Print Calendar: Download a PDF version of the Calendar with this option.