This article shows how you can add multiple providers to an appointment.


TherapyPM allows you to add more than one provider in the system too! You can also view the additional providers that you have added while printing or generating invoices for the session. 


To add additional providers in each Appointment View, follow the steps below: 


List View

  1. Navigate to the Dashboard menu on the left. Under Appointments, choose List View. 
  2. Filter your preferred appointment(s) using the date/date range, treatment type, patient, provider, service, place of service, status, and notes.
  3. Click the three horizontal dots in the Action column (right) for your preferred appointment. Choose "Edit Session" from a multitude of options displayed. 
  4. A popup Edit Appointment will appear. Click on the orange Actions button in the bottom left corner just below the Status drop-down. Refer to the image below! 




  1. Select "Additional Provider(s)" at the end of the list. A drop-down box with the Provider Name will appear. Select the preferred provider(s). Refer to the image below! 


 


  1. Click on Save Changes finally! Refer to the image above. 




Calendar View

  1. Navigate to the Dashboard on the left. Under Appointments, choose Calendar View. 
  2. Click on your preferred appointment. A popup Edit Appointment will appear. 
  3. Follow the same steps as stated in List View above, to add additional provider(s). 
  4. Click on Save Changes finally, similar to the previous explanation. 



Calendar View (New)

  1. Navigate to the Dashboard on the left. Under Appointments, choose Calendar View (New). 
  2. Click on your preferred appointment, or filter the appointments on the left side to find your preference.  
  3. A popup Edit Appointment will appear. Click on the orange Actions button and select Additional Provider(s), similar to the explanation given previously. 
  4. Follow the same steps as stated in List View above, to add additional provider(s). 
  5. Click on Save Changes finally, similar to the previous explanation. 



Timeline View

  1. Navigate to the Dashboard on the left. Under Appointments, choose Timeline View. 
  2. Click on your preferred appointment. A popup Edit Appointment will appear. 
  3. Follow the same steps as stated in the List View above, to add additional provider(s). 
  4. Click on Save Changes finally, similar to the previous explanation.