TherapyPM has the option to view the patients' names while scheduling, regardless of whether they are old or new patients. To view their names, please follow these steps:
- Navigate to Staff.
- Scroll down or use the search bar to select the desired staff.
- Under Biography, toggle ON the Access Team.
Once you have assigned the patient to the staff and enabled this setting, the patient will appear in the provider’s dropdown list for scheduling appointments. You can also view newly assigned patients now!