How Admin, therapist and scheduler can schedule Meetings (Appointments)

Scheduling can be conducted by the administrator, therapists and schedulers. In order to schedule, clients (patients) need to be added first under "Clients" link.  The administrator and therapists can also set their own scheduling availability and allow clients (patients) to schedule themselves as well via client portal. 

TheraPlatform also offers website widget (external scheduler) that the admin can activate and this allows new and existing clients (patients) to schedule directly from your practice's website. 

Here are directions how to schedule:

1. Click on the "Schedule" (Calendar view should be set to "default")

2. Click on the specific date on the calendar.

3.  A pop up box will pull

4. Select therapy or eval under "Therapy/Eval tab.

5. Select type (e.g. individual, group)

6.  Select location e.g. "telehealth" or office. 

7. Select the frequency of recurring appointment (Day, Week, 2 Weeks, Month) by clicking on the "Week" tab.

8. Specify duration of meeting by clicking and "Hours" and "Minutes".

9. Begin typing a client's name in the "Clients" tab. Select the client's(s) name from the drop down menu.

10. Select which services this meeting is for. (services and fees can be sat up by the admin)

11. If an observer is needed, begin typing their name in the "Observers" tab. Select the observers name from the drop down menu.

12. Click on "Save Changes".

Important: Please make sure that your calendar view is set to "default view" ( not your custom view- e.g. "observer view') when you schedule. The custom calendar view "observer' will not allow you to schedule.

If you created custom calendar view "Available meetings", you can use this view and schedule from this view however once you schedule on this view, you would need to switch your view back to 'default" view so you can see all scheduled meetings. 

If you're the admin or the scheduler on TheraPlatform and wish to schedule for other therapists, please make sure you assign therapists to clients and switch the calendar to your therapist's calendar by clicking on the "select therapist" search bar (right above the calendar). Refer to the article how the admin and scheduler can schedule for therapists.

Note: As of now, you cannot copy and paste appointments. However if the appointments are recurring (for example, you need to schedule an appointment every week), you can schedule an appointment  as recurring meeting .