This article shows how to add session break in the appointment module.



To add a session break in the preferred appointments, please follow the instructions below: 


List View

  1. Navigate to the Dashboard menu on the left. Under Appointments, go to List View. 
  2. Filter your preferred appointment. Select the date/date range, treatment type, patient(s), provider, service, place of service, status, and notes. 
  3. Click on the three horizontal dots in the Action column (right). Select Edit Session. 
  4. A popup Edit Appointment will appear. Click on the orange icon "Actions" in the bottom right corner.  
  5. Select "Add Session Break". A drop-down with the Replacement Provider, Start Time, and End Time will appear. 
  6. Choose your preferred options and Save Changes finally! 



Calendar View

  1. Navigate to the Dashboard menu on the left. Under Appointments, go to Calendar View. 
  2. Click on your preferred appointment on the calendar. A popup Edit Appointment will appear. 
  3. Follow steps 4,5 and 6 from the List View explanation above to add session breaks! 


(Corrected Screenshot)


(Old screenshot)


Calendar View (New)

  1. Navigate to the Dashboard menu on the left. Under Appointments, go to Calendar View (New). 
  2. Click on your preferred appointment on the calendar. For precise results, filter the appointments with the options on the left and choose your preferred appointment. 
  3. A popup Edit Appointment will appear. Follow steps 4, 5, and 6 as stated in the List View to Add Session Break! 


    (New screenshot)

    Timeline View
    1. Navigate to the Dashboard menu on the left. Under Appointments, go to Timeline View.
    2. Click on your preferred appointment. Filter your appointments with the provider/patient option on the drop-down above the list for precise results. 
    3. A popup Edit Appointment will appear. Follow steps 4, 5, and 6 from the List View above to Add a Session Break! 

      (New Screenshot)



      (Old screenshot)

Adding a Replacement Provider in Session Break 

You can also add a replacement provider while taking a session break. To add a Replacement Provider, follow the instructions below: 

  1. Follow the above steps to Add Session Break. Once you click on the option, you will see three drop-downs - Replacement Provider, Start Time, and End Time. In case you want another Replacement Provider too, you can click on the "+" sign beside the drop-down. 
  2. To delete the additional Replacement Provider, click on the "--" sign next to the second or third Replacement Provider and so on. 
  3. Save Changes Finally!