Appointment Calendar Status Changes

When the client arrives for an 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.

• You will be presented with your personal calendar on the left and the Intake calendar on the right as presented below.
  

• Right Click on the appointment and click on Label As and choose Arrived. The color of the appointment block on the Scheduling Calendar will change to dark yellow to reflect the Arrived status.
  

Before a client starts the Admission process, we want to make sure that they still have active coverage if they are a Third Party Client. See the Checking Third Party Payer Eligibility Section on how to complete this process.

If the client has a remaining deductible or a requires a CoPay or Co-Insurance, per clinic policy, calculate the amount that needs to be collected prior to any admission services being performed. In this case, proceed to Processing a Payment →. Otherwise * The client may be moved into the Clinical Admission process.