Spinner

Articles: *Appointment Type Template *Scheduling Telehealth Groups *Appointment History

Appointment Type Template
To create appointment type for a user, Go to the user profile by going to the Dashboard > Human resources > Users. Then on the user page, go to appointment type and click the plus green...
Scheduling Telehealth Groups
Schedule the group in the calendar like a regular appointment but click on the group tab at the top of the appointment window and type the name of the group in the group field. Check the...
Linking Forms to Appointments
If an appointment is scheduled but a provider launches the note from the File tab instead of opening the note from the Appointment Book. The appropriate note can be linked to the appointment via a...
Appointment History
The Appointment History (Apps) tab lists past, present, and future appointments. To view the appointment history, Search the client name and go to the clients page and then click on the Apps tab to...