Appointment Types

In Pathways 7, all appointment types fall into one of three categories: client sessions, communications, or tasks. Appointment types can be edited from the Today's Events window, or by right-clicking any appointment dropdown box.

Appointments fall within one of three categories:

Sessions: therapeutic or counseling sessions with a client

Communications: collateral contacts with or regarding a client

Tasks: non-direct activities, such as meetings, paperwork, and case management

For each appointment type, complete the following:

Category: indicate the category of the appointment by clicking the appropriate option.

Description: briefly describe the appointment type.

Code: a brief code descriptor for the appointment.

CPT: the CPT or billing code for the appointment.

Location: the usual location of this type of appointment. Right-click to edit locations.

Length (in minutes): usual length of appointments; will be used to calculate appointment times.

Units: the number of units which apply. This should properly reflect the CPT code.
 

Use the navigation buttons to scroll between appointments, and click Done when finished.