This article explains 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 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.