No-Auth Screen: Use this type of appointment to schedule a No-Auth individual and group therapy appointment.

  1. App Type Toggle: Use the toggle to select between Individual Therapy and Group Therapy.
  2. Patient Name: Select the patient’s name using the dropdown option.
  3. Treatment: Select the treatment type from the list.
  4. Service: Choose the type of service from the drop-down menu. (This will be automatically populated based on the authorization when you select the name of the patient. However, you can edit it.)
  5. Provider Name: Assign the provider for the session by choosing their name from the drop-down menu.
  6. 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.
  7. From Date: Choose the date of the season. Clicking the availability on this option gives the available timing for that provider on the selected date.
  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. Recurrence Date:
      1. Till Date - Choose an end date for your recurring sessions, which must be one day after the actual physical scheduled date of the patient's appointment. For example, if the patient is being seen on June 20th, you would set the end date as June 21st.
    2. 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 choose to set the session 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. 
  11. Status: There are various options available regarding the status of the appointment such as 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.
  12. Save: Finalize all the details and schedule the session.