Scheduling the Intake Appointment

!Before intake appointments can be scheduled, it is necessary to reserve blocks of time in the Appointment Calendar for that purpose.

• To schedule a client’s intake appointment, click on Clients in the Main Menu and choose Client Search. Find the client by Last Name or Client ID. In the client’s record, click on Holds/Appts. Click on Add Appointment at the bottom of the screen.

• * The SAMMS Scheduler will display. Blocks of time previously reserved for Intake will be clearly indicted on the scheduling calendar.

*Views can be changed to show daily, weekly and monthly appointments by right clicking on the scheduling calendar and choosing Change View To

*You may move weeks, days or months depending on your view by using the Next Appointment Arrows to the right or left of the calendar you are viewing.

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• Locate the date and time that you wish to schedule the appointment.
• Double click in that date and time, and My Appointment Form will display.

• Verify the date, time and client’s name are accurate.
• For Area and Service type in Intake.
• Click OK. You will then receive a confirmation that the appointment is scheduled.
• The appointment is now shown on the scheduling calendar immediately to the right of the blocked period of time.
  

*The “Today” view on the scheduling calendar will be most useful when looking for details of individual appointments. Access it by right clicking on the appropriate date.

Exit this screen by clicking on the “X” in the upper right hand corner of window.

On the day of the scheduled intake, please proceed to the Appointment Calendar Status Changes → section