Summary

- Create, modify and schedule events 

 

 

Navigating the Calendar

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1. Click on Calendar

There are three different views - Day, Week, Month

2. Click on Day

3. Click on Week

4. Click on Month

5. Click on Week

6. Type in your name or any calendar you are interested in viewing

Your name should be the default filter

7. Click on Filter by Clients

8. Select clients

9. Click on Scheduler

This is another view that allows you to view multiple calendars at the same time to find a mutually available time slot

10. Click on the time for a new calendar event

11. Select Encounter Type

12. Click on Add all filtered staff and clients if you would like to add all calendars you were just looking at

13. Click on Create

14. Click on Back to Calendar

15. To add events on the calendar click on Add Event

16. Click on Encounter Type

17. Click on Individual…

18. Click on Client…

19. Click on Recurring Event

20. Click on Create

21. Click on Send Update

22. Click on an event and on pencil to edit an event