This articles details on how to create and manage custom appointment statuses in TherapyPM.
- Click the Settings tab in the left navigation.
- Click the Appointment Setup tab and select the General Settings option.
- All the appointment statuses (default and custom) used by the system will be available in the table.
- To create a new appointment status, click the Appointment Status button.
- Enter the appointment status name and click the Save button.
- Users can edit any status by clicking the Edit icon under the Action column.
- Delete the created appointment status by clicking the Delete icon under the Action column.
- The default statuses (Scheduled, Rendered, and No show) cannot be updated.
- Active toggle: Use the toggle to make a status active or inactive.
- Cancel toggle: Click the toggle to cancel an appointment status.
- Any status created here will be available in the create appointment screen or edit appointment screen.