A recurring appointment is a scheduled appointment that happens on a regular basis, such as every day, week, or month, etc.
You can schedule up to 20 recurring Client Appointments and 60 recurring Staff Appointments. |
In your schedule, locate the appointment that you would like to create the recurrence for.
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Right-click inside that appointment, and choose Open from the menu.
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Click Create Recurrence.
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Enter the amount of appointments that you would like to schedule and how often you would like them to be scheduled for and click View Results.
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View |
Clicking the View button next to any of the listed dates, will open up a new window with the schedule for the day. | |
Exclude |
Check any of the boxes in the Exclude column to omit that particular date from being scheduled. | |
Overlapped By |
This column will show if the provider you are attempting to schedule for, already has an appointment scheduled within the timeframe that you are attempting to scheduled for. | |
Override |
You will see this button for any appointment that where there is an overlap - | |
Prescreening |
If program/client payor permit a pre screening be scheduled, the box in this column will be checked off, along with the staff they are being scheduled with being listed in the dropdown menu.
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Once you click Save, all appointments have been scheduled. You can verify and view the list of appointments from the Client Inquiry page.
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You can also view all scheduled appointments, by choosing Canceled/Scheduled Visits from the Quick Links menu on the Client screen.
If you don't see that as an option in your menu, click here to learn how to add it. |
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