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Reviewing Appointments

To review appointment details, open the appointment record from the Today's Events window by clicking the review button beside the selected appointment.

Appointments

 

 

Today's Events Window

 

 

Adding Appointments

 

 
Client Sessions  

 

Communications

 

 

Tasks

 

 
Scheduling Recurring Appointments  

 

Reviewing Client Sessions

 

 

Deleting Appointments

 
 

Depending on the appointment type, the session, task, or communications window will open.

 

 

 
 

Related Links

 

Appointment Types

 

Progress Notes

 

Reviewing Client Sessions

 
   

Other Modules

 

Getting Started

Installing Pathways

Provider Information

Changing Password

Customizing Fields

 

 

Clients Module

Adding Clients

Client History

Client Assessments

Treatment Plans

 

 

Resources Module

Resource Organizations

Professional Contacts

 

 

Progress Module

Progress Notes

Cancelled Sessions

Progress Reports

 

 

Billing Module

Appointment Receipts

Billing Accounts

Client Invoices

 
   

In the window that opens, review and edit appointment information.

You will be asked to confirm the deletion. Click OK to delete the appointment, or Cancel to return to the previous window without deleting the appointment.

 

 


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