Scheduling A Client

1. In your Neo schedule, highlight the time that you would like to block and then right-click in the grey area and select New Client Appointment. (If there is an existing appointment in the time that you would like to schedule, select anytime in the scheduler and once open, type in the desired Begin Time and End Time.)

2. You will then see a screen that looks like this.

3. Confirm that the Begin time and End Time are correct (you can manually change if necessary)

4. Using the drop-down boxes, complete the form:

5. Click Save- you will then see the appointment in your schedule.

6. After the appointment occurs, you will indicate the outcome by right-clicking on the appointment in your schedule, select Status, and then pick the appropriate outcome:

• Kept:  Appointment occurred as planned
• Cancelled by Client: Client cancelled the appointment
• Cancelled by Therapist: Therapist cancelled the appointment
• Did Not Show: Client skipped the appointment without notice
• Late Cancelled by Client: Last minute cancellation by client
• Error: Appointment entered into scheduler in error and should not bill

7. Once the status is marked, the progress note will open for completion.

Scheduling Team time (Unit-Based staff only)

1. In your Neo schedule, highlight the time that you would like to block and then right-click in the grey area and select New Time Sheet Appointment. (If there is an existing appointment in the time that you would like to schedule, select any time in the scheduler, and once open, type in the desired Begin Time and End Time.)

2. You will then see a screen that looks like this:

3. Confirm that the Begin time and End Time are correct (you can manually change if necessary)

4. Using the drop-down boxes, complete the form:

• Payroll Status Type: Unit-Based
• Time Sheet Activity: Team
• Program: 72 – School-Based & In-Home Counseling
• Location: use your home office
• Description: write a brief description of what occurred (i.e., new hire orientation, training, supervision, staff meeting, etc.)

5. Click Save.  You will then see the appointment in your schedule.

6. *Important: for this time to show on your timecard and be paid out, it must be marked as kept. *

7.  To mark the appointment Kept, right-click on the appointment in your schedule, select Status, and then select Kept.  This time will now be reflected when you open your timesheet (See Timesheet Cheat Sheet for instructions)