View the below appointment module walkthrough video for reference.





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


Plus Icon: Click the "+" icon in the action button at the top-right of the dashboard screen.  

Create AppointmentA drop down will appear that will suggest options. Click on Create Appointment.  [Fig.1]

[Fig. 1]


Add Appointment Popup: After clicking on "Create Appointment", a pop-up will appear requesting the type of appointment - Individual Therapy, Group Therapy, Non-Billable, No Auth and Block off Time. [Fig.2] 

You can select the appointment type from the following: 

 [Fig.2] 

1. Individual Therapy: 

This appointment type allows you to create one-on-one sessions between therapists and patients. This is highly recommended for insurance billing.  


[Fig.3]


2. Group Therapy: You can Select this appointment type if you want to create a Therapist-led sessions involving multiple patients. You just have to Click on the the Plus Icon to Add more Patients.


3. Non-Billable: This type of appointment 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. 


4. Travel:  A travel appointment records accurate mileage tracking for providers' payroll. Before creating a travel appointment, make sure to enter the patient, staff, and facility address for tracking mileage accurately.

5. No-Auth: The appointments that are billed to insurance without requiring an authorization. No-Auth can also be used for Patient\Guarantor Pay. You can also also Add Type by choosing between 'Individual Therapy' or 'Group Therapy No-Auth.


6. Block off Time: This will allow you to not schedule appointments in those hours.

[Fig.] 

A. Choose the type of block-off you require. You can select between daily, specific days, or specific dates.

B. Enter the start time for the block-off period.  

C. Enter the stop time. 

D. Enter the description for the block-off time. 

E. Once you have added all the information, click on the "Save" Button.