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💡 Schedule Appointment or Series | Boost Guide

Carrie Boogaart
Updated
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Create a single appointment or recurring appointments for Clients easily from the Schedule view.  

✨ TIP! Before scheduling an appointment or series, filter the schedule for different facilities to see availability, as well as by Provider or Client. 

 

👉 Jump To [Create Appointment or Appointment Series] [Helpful Tips]

 

Create Appointment or Appointment Series

  1. Double click on date and time for desired appointment.
  2. Select Appointment Type.

    📌 NOTE: If you are scheduling a "Placeholder" or Schedule Only appointment while you wait for the Auth details, select Billable Appointment.
    Create Appointment.gif
  1. Select Client.
     
  2. Select Authorization Card.

    • Click on the Authorization Card associated with the insurance you are using. 

      ✨TIP: Learn more about authorization cards.
       

  3. Select Service Code.
    • Choose the Service Code associated with the services being provided by clicking on the code. 
       

  4. Authorization Burndown Information

    The Authorization Burndown Information is shown after you click on the Service Code. This will help you understand how many hours are left on the authorization and if you have the ability to schedule on this authorization. Learn about Authorization Burndown Information. 

     

     
  1. Select Primary Provider.
    • The Primary Provider is the "Performing Provider" or the one providing Service.
    • The Rendering Provider is kept on the Case Manager Tab of the Client Profile.
       
  2. Select Environment.
    📌 NOTE: If you select Home or School, select or add in the appropriate Address for the appointment. Learn more about School/Home Appointments.
     
  3. Select Facility.
     
  4. Select appointment Start Date & Time.
     
  5. Select appointment End Date & Time.
    • The End Date & Time corresponds with the authorization end date. This keeps appointments from being scheduled outside of an authorization period. 
       
  6. Select Recurrence.
    • Don't Repeat = Single Appointment
    • Weekly or Monthly = Recurrence.
  • If Recurrence, select days to repeat.
  • If Recurrence, the series end date will automatically be filled in based on the length of the authorization for that service.
  1. Save Appointment or Series.

 

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