Video Walkthrough
View the below walkthrough video on My  Schedule Tab

How to Manage Appointments in My Schedule?

Accessing List View: Click on the "My Schedule" option, which can be found as the second item in the navigation bar. Once there, you will be presented with a list format displaying your upcoming appointments.  

1. Applying Filters: To generate appointments in the list view, select the date range, select patients from the filtering options and click Go. Date range and patient filters are required.  
2. Billable/Nonbillable Toggle: In the List View, you can easily switch between billable and non-billable sessions, offering efficient categorization.  
3. Calendar View: Click this button to view the provider schedule as calendar view.  
4. Download Icon: Use this icon to download the list as CSV or EXCEL file.  
5. Manage Sessions Table: The table provides all the information pertaining to the appointment under the provider.
6. Action Column (…): This versatile feature offers an array of functions:  
   1. Add Notes: Trigger a pop-up box to select and add a pre-defined template from your system settings, such as SOAP Notes.  
   2. View Notes: Access and review notes from previously completed sessions.  
   3. Copy Notes: Duplicate notes for editing or adaptation.  
   4. Location: This option shows the treatment location for the appointment.  
   5. Edit Appointment: Modify session details, such as authorization, service type, and more.
   6. View Signature: Use this option to view patient and provider signature.
   7. Charge Patient: Charge the patient for the respective session.  
      
7. Drop-down option: This option provides list of appointment management actions for admins like bulk delete, monthly utilization & total utilization and update status.