Individual Therapy Appointments are useful for patients who wish to schedule billable appointments individually. They must also possess active authorization to proceed with individual therapy. 

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

1. Navigate to the top of the dashboard and click on the "+" icon. 
2. Click on Create Appointment. A pop-up Add Appointments will appear, as shown in the image below.
3. Select Individual Therapy. A pop-up Individual Therapy will appear.

1. Patient Name: Select the patient’s name using the dropdown option.
2. Active Auth: From the dropdown menu, select the list of active authorizations to use while scheduling the patient appointment. (This will be automatically populated when you select the patient's name. Authorization will be available in the option only if the patient has any active authorizations.)
3. Service: Choose the type of service from the drop-down menu. (This will be automatically populated based on the authorization when selecting the patient's name. However, you can still edit it.)
4. Provider Name: Assign the provider for the session by choosing their name from the drop-down menu.
5. POS: Select the place of service from the drop-down menu. If you opt for Telehealth, schedule the visit first. Later, return to the created session to officially start the Telehealth visit.
6. Address: Select the address where their billing happens mostly. 
7. From Date: Choose the date for commencing the session. Additionally, you can also check the provider's availability for the selected date by clicking on the orange Availability button nearby. 
8. From Time/ To Time: Select the start and end time for appointment(s) by clicking on the clock icon. 
9. Note: Enter any additional information for the appointment in this field.
10. Recurrence pattern: This option will allow you to schedule ongoing services for a patient. Click the toggle to turn it on (it will turn teal colored).
    1. Options: You have the flexibility to customize the session recurrence:
       1. Repeat Every: This option allows you to set the frequency of sessions. You can choose from three options: day, week, or month. For instance, you can enable the session setting to reoccur every 2 days.
       2. Repeat On: You can also choose specific days of the week for reoccurrence. For example, if you choose both Monday and Friday, sessions will be scheduled for all Mondays and Fridays up until the chosen end date. 
    2. Recurrence Date:
       1. Till Date: Choose an end date for your recurring sessions, which must be one day after the actual scheduled date of the patient's appointment. For example, if the patient was seen on June 20th, you can set the end date as June 21st.

1. Status: This drop-down provides various options to denote the appointment status - Scheduled, No Show, Hold, Cancelled by Client, CC more than 24 hours, CC less than 24 hours, Cancelled by Provider, and Cancelled - Rescheduled. Select the option that fits the appointment.
2. Save: Finalize all the details and schedule the session.