This article explains how to add an appointment in provider portal.


Video Walkthrough

View the below walkthrough video on Adding An Appointment in Provider Portal


How to Add An Appointment?

Note: A provider can add appointments only if the admin enables this option. 


Follow these steps to add appointments in the Provider Portal: 

  1. Plus Icon: Click the "+" icon on the Quick Icon Tray above. Alternatively, you can create appointments by clicking on a space in the appointment module views. 
  2. Add Appointment: A drop icon will suggest two options: Add Patient and Add Appointment. Select the latter. 
  3. Add Appointment Popup: Once you click on Add Appointment, a pop-up will appear. It will provide a multitude of options: 
    1. Individual Therapy: Schedule individual therapy appointments for patients with active authorization.
    2. Group Therapy: Schedule a Group Therapy appointment for two or more patients with active authorization. 
    3. Non-Billable: Schedule non-billable appointments like training or office time. 
    4. No Auth: Schedule No-Auth appointments that do not require authorization or insurance billing 
    5. Block Off Time: Reserve your schedule for non-therapy-related activities like meetings, training, or administrative tasks. 

Select your preferred appointment type. A pop-up will appear based on your chosen therapy type. For further guidance on navigating the pop-ups, refer to the links below the options.