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


The Appointment module provides an overview of the past and upcoming sessions.


How Can Clients Access their Schedule?


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

  1. Navigate to the My Schedule module on the left. 
  2. Under Manage Sessions, use these filters to generate the session table and click on Go:
    • Search By: Select the day/date range from the drop-down menu. 
    • Notes: Select the preferred note from the drop-down, or select All if needed.

      **Reminder: To set a custom date range, select "Date Range" under the Search By filter. A calendar will appear to choose your preferred dates.**


  3. The generated table will display the following information:
    • Patient: The patient's name will be displayed along with a pen icon. Click the icon to draw or upload the patient's signature. 
    • Service & Hrs: It displays the service and hours of patient's sessions. 
    • Provider: It displays the provider's name. 
    • Place of Service: It displays the place where the session was done. 
    • Scheduled Date: It displays the date on which the session is scheduled.
    • Notes: It displays the session notes that were added. 
    • Hours: It displays the session timings. 
    • Status: It displays the session status - Scheduled, Rendered, No Show, Cancelled by Client (CC), Cancelled by Provider (CC), Deleted, and more.  
    • Action Column: In this column, you can perform further actions:
      1. Location: View the location where the session was held. 
      2. View Session: View the details of the session. However, it is NOT editable. 
      3. Signatures: View signatures of both patient(s) and provider(s). 

                                    

                                        (Patient Signature)


                                        (Provider Signature)


My Calendar:

It provides a calendar view of your schedule. You can access the calendar view in two ways: 

  1. Under My Schedule Module: Click on the blue Calendar View button on the top-right corner. It will redirect you to the Calendar View. 
  2. My Calendar Module: Navigate to the My Calendar module (left). It will redirect you to the Calendar View. 



Calendar Display: 

TherapyPM has three different display views to choose from:

  • You can choose between day, week, or month. (Top-right corner)
  • Navigate to the previous day, week, or month by using the '<' or '>' buttons on the left side of the screen. (Top-left corner)
  • To view the previous year, simply click on '<<' or '>>'. (Top-left corner)

Hovering over a session allows you to view appointment details. For more information, click on the session to view a pop-up box, containing all the details.