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


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


Navigate to the Appointment tab that is on the left side of your screen. Within the Appointment tab, select the New Calendar View option.



New Calendar View Functionalities:



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.