This article explains how providers can access their schedule in List View and Calendar View.


Video Walkthrough
View the below walkthrough video on Manage Schedule in Patient Portal 

The appointment tab provides an overview of the past and upcoming sessions.  

Clients can access their schedule in two ways.   


A) My Schedule - It provides a tabular view of your schedule. To access it, follow these steps.   

Click the "My Schedule" tab from the navigation menu and select the desired date range from the drop-down menu. Once you select the date range and select notes template, you will see the following details.   

  1. Patient: The patient's name will appear here with a pen icon. If you click on the icon, you can draw or upload the patient's signature.   
  2. Service & Hrs: The service providers and the hours will appear here.  
  3. Provider: The patient's name will appear here.  
  4. Place of Service: The place of service for the appointment will appear here.   
  5. Scheduled Date: The date of the session will appear here.  
  6. Hours: The timings of the session will appear here.   
  7. Session Note: If any session not available in the session you can view here.  
  8. Status: The statuses of the session will appear here.  
  9. Notes: You will be able to view any note that is attached to this session.
  10. Action Column: In this column, you can perform various actions.  
    1. View Notes: Access the session notes the provider has uploaded.  
    2. Address: View the address of the session. View Session: View the details of the session.  
    3. View Signature: View the patient's and the provider's signature.  

     11. My Calendar - It provides a calendar view of your schedule.  


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

  1. You can choose between day, week, or month.  
  2. Navigate to through day, week, or month by using the '<' or '>' buttons on the left side of the screen. To navigate through year, simply click on '<<' or '>>'  
  3. The Today button will allow you to view only Todays schedule.
  4. Hovering over a session allows you to view appointment details, and for more information, click on the session to view a pop-up box, containing all the details.