Unable to mark attendance or start a progress note from the calendar
Are you listed under the registration page as the provider?
To check this please go to the Individual tab, View clients tab, Click on the client name, Click on the Provider box and make sure your name is there, if you are not able to access this area please ask your admin staff to assign you to this case.
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No Show/Cancelled Appts - How to mark them
1) If you DO NOT want to charge, then change the Status on the Calendar from Scheduled to No Show/Cancelled by Client or Cancelled by Provider and leave the Service the same. Click on the Pencil for that appointment Change the Status Click Change ...
Setting your appointment parameters on the Calendar
The items you will want to set: 1. Go to the Calendar 2. Select your name in the Provider drop-down 3. Select the Setting button. a. Select your Business hour start time from the drop-down. 1. This will be the earliest time shown on your calendar b. ...
Changing appointment details - 2 ways
1) Calendar: Click on the pencil for the appointment, make the change and click Change. 2) Attendance: Unmark attendance or make sure the attendance box (under Billing Units) isn't checked. If it is checked, remove the check mark and click Submit. ...
What do the colors on the Calendar mean?
- A1 (All in One), A (Attendance), P (Payment), and B (Balance) can be Red, Yellow or Green. Red means not started Yellow means started but not completed Green means you have completed the task - N (Progress Note) can be Red, Yellow, Blue, Orange or ...
Show Calendar Slider Option in Calendar Settings
Show Calendar Slider Setting 1. Select the Settings button on the Calendar page 2. Select the Show Calendar Slider option to turn this feature on/off