Appointments can be added from anywhere in the system with the "+" icon.


1. Plus Icon: Click on the plus icon on the top right-hand portion of your screen.  


2. Create Appointment: A drop icon will appear that will suggest three options: Create Patient, Create Appointment, and Request Eligibility. [Fig.1]

[Fig. 1]

3. Create Appointment Popup: When you click on the button "Create Appointment", a pop-up will appear requesting appointment schedule details. [Fig.2]. To schedule a session with "Auth", do not click the toggle at the top right corner.


1. Appointment Type: Select the appointment type

  • You can choose if the appointment is 'Billable' or 'Non-Billable'. Billable appointments will include services that are eligible for billing, such as supervision and direct behavior therapy. Non-billable appointments will include services that are payable but not necessarily billable (such as training or office time). When Non-billable is selected, certain fields will be automatically filled and locked, this is by design. 
  • You can also choose between 'Individual Therapy' or 'Group Therapy.'

2. Patient Name: Select the name of the patient using the dropdown option.

3. Active Auth: Choose from the list of active authorizations from the dropdown menu to use for scheduling the patient appointment. (This will be automatically populated when you select the name of the patient. Authorization will be available in the option only if the patient has any active authorizations.)

4. Service: Choose the type of service from the drop-down menu. If there are multiple services listed under the authorization, you can choose the service(s) specific to the appointment individually or you can click on "Select All". Only services with remaining authorization units will be available in this option.

5. Provider Name: Assign the provider for the session by choosing their name from the drop-down menu. 

6. POS: Select the place of service from the drop-down menu. If you opt for Telehealth, schedule the visit first. Later, return to the created session to officially start the Telehealth visit. For more details, refer to the Telehealth article.

7. From Date: Choose the date of the session. 

8. From Time/ To Time: Select the start and end time for appointment(s) by clicking on the clock icon. 

9. Recurrence pattern: This option will allow you to schedule ongoing services for a patient. Click the toggle to turn it on (it will turn teal colored), and it will also enable the specific options below, which normally would not be visible. Click Here to read the article on how to create a recurring session.

Options: You have the flexibility to customize the session recurrence:

  • Repeat Every - This option allows you to set the frequency of sessions. You can choose from three options: day, week, or month. For instance, you can choose to set the session to reoccur every 2 days.
  • Repeat On - You can also choose specific days of the week for reoccurrence. For example, if you choose both Monday and Friday, sessions will be scheduled for all Mondays and Fridays up until the chosen end date.

10. Status: There are various options available regarding the status of the appointment such as Scheduled, No Show, Hold, Cancelled by Client, CC more than 24 hours, CC less than 24 hours, Cancelled by Provider, and Cancelled - Rescheduled. Select the option that fits the appointment.

[P.S - "CC" is short for "Cancelled by Client]

11. Save: Finalize all of the details and click this button to schedule the session.


[Fig. 2]