A. Calendar View Filters: Below are the filters available in the New Calendar View - 

• Availability Toggle - This option will display provider availabilities in the calendar. 
• Include Non-Billable - Turning this toggle will include non-billable sessions in the calendar.
• Treatment Type.
• Region.
• Patients.
• Provider.
• Place of Service.
• Service.
• Status.
• Then, click the Go button to apply the filters.

B. Calendar View Date Selection: Use the mini calendar on the left side of the screen to select a day, week or month to display the appointments during that time.

C. Navigation Button: This button will navigate the calendar pages left or right or show the current day.

D. Background Color Setting: You can customize your calendar by clicking on the "gear icon" 

• Customize the appointments by provider or service. 
• Choose whether you want to display the provider's first and last initials, the client's first and last initials, or both in each appointment.
• Choose between three different layout types
  1. Normal Grid View - The appointments will appear without time divisions.
  2. Time Grid View - Time divisions will appear and the appointments will have a background color, irrespective of their status. 
  3. Time Grid Rendered View - It is similar to 'Time Grid View' but the appointments are color-coded based on their status. For Month View, this is the only applicable option.
• Show As Default - 
  1. Select if you want to view weekend or non-billable.

E. Calendar Sync: You can sync the TherapyPM calendar with your Google Calendar.

• Click on the Google Calendar Icon.
• Choose the Provider Name and the date range.
• Click on Sync to Google Calendar.
• If you want to reset the synced calendar, click on the Reset Google Calendar button.

F. Print Calendar: Download a PDF version of the Calendar with this option.

G. Calendar Display: TherapyPM has three different display views to choose from. You can choose between day, week, or month.

Day View

Week View

Month View

H. Edit Appointment: You can edit appointment details by following these steps. 

• Click on the appointment you need to edit and an Edit Appointment screen will pop up. 
• Make the necessary changes. 
• Click on the save button and the changes will be saved. 
• If you need to know the details of the session, locate the appointment and click on the info button (i) to get a preview. 

1. Action Button - 
   • Add Session Notes - Click this option to add a session note.
   • View Notes - Click this option to view the add session note.
   • Copy Notes - Click this option to make a copy of an existing session note.
   • Sticky Notes - Use this option to add a sticky note to the session.
   • Add Session Break - Click this option to add session break(s)
   • Additional Provider(s) - Use this option to add more providers to the session.
2. Patient Arrival - Click this option to engage the patient arrival function.
3. Start/ End Session - Click this toggle to use the Start/ End Session function.
4. Delete Appointment - Click the icon to delete the session.