This article explains how to view your session in the New Calendar View.


Video Walkthrough

View the below walkthrough video on New Calendar View in Provider Portal



To get started with managing your appointments, follow these steps:


Navigate to the Appointment tab on your screen's left side. Within the Appointment tab drop-down, select the New Calendar View option.



New Calendar View Functionalities:




Calendar View Filters: 

Below are the filters available in the New Calendar View on the left: 

  • Treatment Type.
  • Region.
  • Patients.
  • Provider.
  • Place of Service.
  • Service.
  • Status.
  • Then, click the Go button to apply the filters.


Calendar View Date Selection:

Select a day, week, or month from the mini calendar on the left to view appointments for that period. 



Navigation Button:

This button will navigate the calendar pages left or right or show the current day.


Background Color Setting: 

You can customize your calendar by clicking on the "gear icon": 

  • Customize the appointments by Client or Service. 
  • Choose whether you want to display the Title By Provider Name, Client Name or Time. 
  • Choose between three different layout types:
    1. Normal Grid View - The appointments will appear without time divisions or grid lines. 
    2. Time Grid View - Time divisions will appear and the appointments will have a default 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.



Calendar Sync:

You can sync the TherapyPM calendar with your Google Calendar.

  • Click on the Google Calendar icon.
  • Select Providers and the Date.
  • Click on Sync to Google Calendar.
  • If you want to reset the synced calendar, click on the Reset Google Calendar button.


Print Calendar: 

Download a PDF version of the Calendar with this option.



Calendar Display: 

TherapyPM has three different display views from which to choose. You can choose between day, week, or month. Use the drop-down box in the top right corner above the list. 


Day View



Week View




Month View


Edit Appointment: 

You can edit appointment details by following these steps:

  • Click on the preferred appointment to edit. An Edit Appointment screen will pop up. 
  • Make the necessary changes and Save changes. 
  • If you need to know the details of the session, locate the appointment and click on the blue 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).
  2. Patient Arrival: Click this option to engage it.
  3. Start/End Session: Click this toggle to start or end the session.