Schedules Tab: Overview

The Schedules tab allows you to start and document Group Sessions, view Scheduler (or the legacy Calendar), and track patient attendance.

• Scheduled Group Sessions: This tab allows your therapists (or other staff members with appropriate permissions) to view today's scheduled sessions and document their group notes.
  • Click here for instructions on setting up Group Sessions. 
• Past Group Sessions: This tab allows users to view all existing group sessions in In Progress, Pending Review, or Completed statuses.
• Attendance: This tab allows users to track patient attendance and absences.
  • Click here for instructions on setting up Attendance Tracker. 
• Scheduler: This tab allows you to view and schedule appointments, group sessions, and other events, manage resource schedules, and work through telehealth and in-person visits.   

Calendar [Legacy]

If your instance is still using the legacy Calendar, then the Schedules tab will show a Calendar tab instead of a Scheduler tab.

• Calendar: Manage patient appointments and telehealth sessions.
• Note: The calendar feature is being phased out. Neither documentation nor the feature itself are being updated.