No-Auth Appointments are useful for creating appointments that don't require authorization, and also for appointments not billed by insurance. 


To schedule a No-Auth Appointment, please follow the steps below: 

  1. Navigate to the top of the Dashboard. Click on the "+" icon. 



  1. Select Create Appointment. A pop-up Add Appointments will appear. 
  2. Select No-Auth. A pop-up No Auth will appear. 



What to Expect in the No-Auth Pop-Up?

  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. 
  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. Address: Select the billing address or null from the drop-down. 


  8. From Date: Choose the commencing date of the session. You can check the provider's availability for the selected date by clicking on the orange Availability button. 
  9. From Time/ To Time: Select the start and end time for appointment(s) by clicking on the clock icon. 
  10. Note: Enter any additional information for the appointment in this field.
  11. 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:
      • 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 to reoccur every 2 days.
      • 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:
      • 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 was seen on June 20th, you can set the end date as June 21st.


  1. 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.
  2. Save: Finalize all the details and schedule the session.