Creating an Appointment

Creating an appointment in the New Schedule is quick and easy! 

There are a few ways you can create a new appointment. 

1. Clicking in the top right corner of the schedule. 
    
2. Click and drag for a specific time frame in Day view, either for the provider or the client. 

Once you have chosen which way you will start the new appointment, you will see the following screen: 

1. Choose the appointment type. 
    
2. Choose the client. 
   • If you created an appointment by clicking and dragging in the client view, the client will be filled in for you.
      
3. Choose the authorization. 
   • The burndown for each authorization will be displayed here. 
      
4. If you need to add another client, you can do so here. 
    
5. Choose the primary provider.
   • If you created an appointment by clicking and dragging in the provider view, the provider will be filled in for you.
   • If you need to add another provider, you can do so here. 

6. Choose the environment. 
    
7. Choose the facility.
   • The facility defaults to the facility listed in the client profile. 
      
8. Make any adjustments to the date and start/end times that are needed. 
   • If you created an appointment by clicking and dragging, the date and time will populate based on the time you chose.  
      
9. Choose if this is a single appointment ("don't repeat") or a recurring appointment ("weekly"). 
10. If your organization uses the "confirmed" status, toggle this on here. 
     
11. Add notes, if needed.
    • Be sure to click the "+ add note" button to save your note before saving the appointment. 

12. Click Save to create your appointment.

Your appointment will populate on the schedule. If you do not see your appointment, adjust your filters or check which facility you are viewing. 

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