Help! Should I create an appointment or session?
A linked appointment
is tied to a specific client.
For appointments that don’t involve a specific client, Create an Unlinked Appointment instead.
Creating an Appointment for an Existing Client #
-
To find the time and date, refer to the Calendar Overview topic.
-
When you have located the desired time and date,
double-click it. The Scheduling Wizard
will pop up to walk you through the scheduling steps. -
From the Scheduling
Wizard choose Create a New
Linked Appointment (with a client). Click Next. -
The default option is already set to
Use an Existing Client Record. Click Next. -
To find the desired client, choose the search
criteria from the drop-down box and tab to the criteria field. Enter
the corresponding information (I.e., search criteria; last name, criteria
field; Johnson.) Then press Enter. -
All the clients that match the criteria that you
have chosen will be displayed. -
If you don’t see the client you’re looking for,
use the scroll bar to see additional records or choose another search
criteria and try again. When you find the correct client, click in
the gray box to the left of the client to select it. Click Next. -
Verify the existing client information and enter
any new information they have provided. Click Next. -
Update client information as needed. Click Next.
-
Add family members as necessary. Click Next.
-
Add any custom information you keep track of.
Click Next. -
Check the groups the client belongs to and make
changes as desired. Click Next. -
Add client or status logs notes as needed. Click
Next. -
Type in the appointment description. Press Tab.
-
Choose an appointment type from the drop-down
list or type one in. Press Tab.
The appointment type
determines what information will be displayed on the calendar
to describe that appointment. Customize the calendar description
for each of your appointment types in Maintenance
> Appointment > Appointment Types. See also: Appointment Types
-
Confirm or add the remaining information as needed.
Click Next. -
Enter necessary notes about the appointment. Click
Next. -
If you wish to view or modify the appointment
or client, or print the appointment confirmation, click the appropriate
checkbox(es) and click Finish.
Creating an Appointment for a New Client #
-
To find the time and date, refer to the Calendar Overview topic.
-
Double-click in the desired time slot on the calendar.
-
The Scheduling
Wizard will walk you through the scheduling steps. -
From the Scheduling
Wizard choose Create a New
Linked Appointment (with a client). -
Then choose Create
a New Client Record. -
Enter the client information on the following
screens as desired. Continue to click Next
until prompted for appointment information. -
Enter the appointment description. Press Tab.
-
Choose an appointment type from the drop-down
list or type one in. Press Tab.
The appointment type
determines what information will be displayed on the calendar
to describe that appointment. Customize the calendar description
for each of your appointment types in Maintenance
> Appointment > Appointment Types. See also: Appointment Types
-
Confirm or add the remaining information as needed.
Click Next. -
Enter necessary notes about the appointment. Click
Next. -
If you wish to view or modify the appointment
or client, or print the appointment confirmation, click the appropriate
checkbox(es) and click Finish.
