This article details how users can view and manage appointments in timeline view.



Video Walkthrough

For a live demonstration of Appointment Timeline View. Watch the below video:




How to View and Manage Sessions in Timeline View?


Click the Timeline View option under the Appointment module in the left navigation. 



  1. Below are the functions available in the Timeline View:
    1. Navigation buttons: Use the buttons "<< < > >>" either to view the next day/week/month or the previous ones. 
    2. Timeline View: All the appointments for that day/week/month will be available per their background color. Users will be able to view the appointments between providers/patients and at different times within the same provider/patient.
    3. Provider/ Patient filter: Use this filter to generate appointments by patient or provider in the timeline view.
    4. Include non-billable toggle: Turn ON the toggle to include non-billable appointments to pop up.
    5. Settings Icon: Click this button to get more settings to customize the Timeline View.Note: To view the selected providers' appointments in the Timeline View more often, set their name as the Default Providers.
       
    6. Sync Icon: Use this button to sync your TherapyPM calendar with Google Calendar.
    7. Filter Button: Use this button to get more filter options to refine appointment generation. 

    8. Day/Week/Month Button: Use these buttons to view the timeline view by day, week, or month.