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:

- Click on the "+" icon in the Quick Tray above, then select "Add Appointment".
- Select "Individual Therapy".
- Select the following details using the dropdown:
- Patient Name: Select the patient.
- Active Auth(s): Select the authorization(s).
- Service: Select the required service(s).
- AI Suggestions: Use this feature to select the top provider + scheduling combination. Selecting this will autopopulate the remaining boxes mentioned below.
- Provider Name: Select the provider.
- POS: Select where the session is happening.
- Address: Select the address where it's happening.
- From Date: Select the date using the calendar.
- Availability: View when the patient or provider is available.
- From Time & To Time: Select the session's start and end timings using the clock icon.
- Note: Write notes if any.
- 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.
- Save changes.
You can view the appointment in List, Calendar, or Timeline format.