Scheduling a Program Appointment







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To schedule a program appointment for a client, complete the following steps from the Schedule Calendar Event page displayed after clicking a date on the Calendar:

  TIP: In order to schedule program appointments, you must have the following permissions:

Display Any Chart Records Buttons
Display Chart Records Services - Individual Button

    1. Click the Select radio button next to "Program Appointment" in the Event Type table.
    2. Click CONTINUE.  The Add Appointment page is displayed.

    1. Click the Staff Person drop-down arrow and select the staff member with whom the appointment is being held.
    2. Click the Client drop-down arrow and select the client for whom the appointment is being scheduled.
    3. If this appointment is recurring, click the Recurring Visit drop-down arrow and select "Yes."

  TIP: If this is not a recurring appointment, leave the default "No" selection in place and skip ahead to step 9.

The Add Appointment page is refreshed to include "Recurring Schedule Information."

    1. By default the appointment is scheduled to recur beginning on the date you clicked on the Calendar, as reflected in the "Recurring Cycle" portion of the page.  If necessary, make changes to that date and/or enter an ending date for the recurrences in the Beginning and/or Ending fields, respectively.
    2. In the "Recurrence" portion of the page, indicate how frequently the appointment is to recur.  For example, if the appointment is scheduled for every Friday, you would enter "7" in the Every field, select "Days" from the corresponding drop-down, and "Fridays" from the Only on drop-down.
    3. In the Notes regarding recurring schedule text box, type any information applicable to the nature of the appointment's schedule.
    4. In the Time field, type the time at which the appointment is to begin (using HH:MM am/pm format).
    5. In the Duration field, type the number of minutes over which the appointment is scheduled to take place. 
    6. Click the Modality drop-down arrow and select "In Person" or "By Telephone" to indicate how the appointment is being held.
    7. If you are entering a program appointment on the Calendar that already took place or was canceled, click the Appointment Status drop-down arrow and choose one of the following status selections:

Kept

Canceled by Staff

Canceled by Client

No Show

  NOTE: The "Kept" and "No Show" selections are only available when the appointment date is on or before today's date.

    1. Click the Location drop-down arrow and choose the location at which the appointment is to take place.  To select a location not included on the list, select "Other Place," and type the location name in the Other field.

  TIP: The locations available for selection here are those that have been configured using the System Setup module, Agency Program Information, Configure Locations feature. For more information on configuring locations, click here. 

    1. In the Reason for Consultation text box, type any information you have regarding the nature of the appointment and the reason it is being held.
    2. Click UPDATE.  The appointment is scheduled and a confirmation page of appointment details is displayed.

  TIP: A printable form button is available on this page.  Clicking this button opens a printable version of the program appointment information, excluding navigation buttons and any staff information or progress notes detail (if applicable).  Also, the appointment status appears as "Scheduled" on the printable version if no status was selected.

    1. Click Calendar to return to the Calendar where your newly scheduled appointment is now displayed.

  TIP: In some cases you may need to adjust your current Calendar settings before your new appointment/event will be included in the Calendar display. 

The process of scheduling a program appointment is now complete.

  https://demodb.footholdtechnology.com/help/?10159