Individual Therapy allows you to create one-on-one sessions with your client. 


Note: Ensure your client's authorization is active before scheduling the session. 


To schedule an Individual Therapy Appointment, please follow the steps below: 



  1. Click on the "+" icon in the Quick Tray above, then select "Add Appointment". 
  2. Select "Individual Therapy". 
  3. Select the following details using the dropdown:
    1. Patient Name: Select the patient. 
    2. Active Auth(s): Select the authorization(s).
    3. Service: Select the required service(s).
    4. AI Suggestions: Use this feature to select the top provider + scheduling combination. Selecting this will autopopulate the remaining boxes mentioned below. 
    5. Provider Name: Select the provider.
    6. POS: Select where the session is happening.
    7. Address: Select the address where it's happening. 
    8. From Date: Select the date using the calendar.
    9. Availability: View when the patient or provider is available. 
    10. From Time & To Time: Select the session's start and end timings using the clock icon. 
    11. Note: Write notes if any. 
    12. Recurrence Pattern (Optional): Toggle ON if the session is recurring. Select the duration, end date, and the days. You can even apply the auth end date. 
  4. Save changes. 


You can view the appointment in List, Calendar, or Timeline format.