This appointment type is used for tracking mileage or distance calculation appointments that require providers to visit the patient's home. There are two steps in scheduling a travel appointment:

  • Check whether the patient, provider, and facility addresses are accurate.
  • If the patient's address is accurate, then schedule the travel appointment.


Check the Facility, Provider and Patient addresses for accuracy:


  1. You can access the facility addresses in the Settings tab by clicking the Facility Setup option.
  2. You can access the patient address in the Patient Info screen in the Patient tab.
  3. You can access the provider's address in the Staff Contact Details screen in the Staff tab.
  4. For facility, provider and patient addresses: Use the TherapyPM address auto-selection option to select the address (from the address drop-down) rather than manually typing the entire address. This allows the software to calculate the distance the provider travels for the therapy visit accurately. Start by typing the address and look for the necessary address in the auto-generated address below. Then, select the correct facility/provider/patient address from the list.
  5. After reviewing the address, click the Save button.


Schedule the travel appointment:


  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 the Travel Appointment option. In the next Travel appointment screen, enter the required appointment information
  4. Patient Name: Select the patient’s name using the dropdown option.
  5. Provider Name: Assign the provider for the session by choosing their name from the drop-down menu.
  6. From Date: Select the date of the appointment. 
  7. From Time/ To Time: Select the start and end time for appointment by clicking the clock icon.
  8. Driving (From): For travel type appointments, the provider will travel from their location to the patient's location. The starting location can be the facility location, the provider's home, or the patient's home. Select the appropriate location from the list.
  9. Driving (To): This is the patient's location, where the therapy session takes place. The starting location can be the facility location, the provider's home, or the patient's home. Select the appropriate location from the list.
  10. Mileage: If the facility, provider, and patient addresses are accurately selected and entered from the TherapyPM address auto-selector field. The software will calculate the mileage after you select the Driving (From) and Driving (To) options. The data in the field will auto-generate and it cannot be edited.
  11. Note: Enter any additional information for the appointment in this field.
  12. Status: Select the status of the appointment.
  13. Click the Save button to schedule the appointment.



Video Walkthrough

For a live demonstration on How To Schedule A Travel Appointment. watch the below video: