Calendar
Colors of the video camera for telehealth
gray = video session not started yellow = video session started green = video session complete/attended
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. ...
Scheduling
Once you have registered your client, you will be able to add them to the calendar. To add the appointment, you will go to the day and time you would like to add the client and click on the corresponding appointment slot. In the pop-up scheduling ...
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
Blank fields on A1 page
Follow the steps below to correct the issue of blank fields on the A1 page: 1. Go to Insurance/View Clients 2. Click the Add New button at the bottom of the screen 3. Click the Client's name 4. Click OK to insert the record 5. Repeat steps until ...
Client email - Please log in to pay for your session through your client portal.
'Send email for payment reminder' will automatically send the client an email that says "Please log in to pay for your session through your client portal" You can control this feature by going to the Calendar, clicking the button and then checking ...
To Change the units used for a session
How to modify the default message for automatic appointment reminders
Go to Setup and then Provider/Staff Find your name and go to the right to click the Add/Edit button under the Appt Email At the top of the screen you have the option to select the template you want to modify - either the email template or SMS ...
You are not authorised to add/update appointments message
If you receive this message attempting to schedule a session on the calendar it means the option 'block appointment scheduling' is selected on the provider/staff page. 1. Go to Setup and select Provider\Staff 2. Select the provider name (blue text) ...
Colors for the background of the calendar for each provider
Did you know that you can change the color of each provider in therasoft for the calendar view? Check it out under setup, provider/staff, click on the provider name and then you will see the color selection options on the right side, toward the ...
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 ...
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 ...
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 ...
Auto Reminder times for appointments
Automatic Appointment Reminders are sent as follows: Eastern Standard Time (EST) 11 am Central Standard Time (CST) 10 am Mountain Standard Time (MST) 9 am Pacific Standard Time (PST) 8 am Alaska Time (AKST) 7 am Hawaii Time (HST) 6 am
Show Inactive Provider on the Calendar
To view the calendar of a user that has been moved to Inactive 1. Go to Setup and select Provider/Staff 2. Make sure the Status is set to Active 3. Go to the Calendar and select the Settings button 4. Set the option Show inactive users with ...
Colors of the alarm clock for automatic appointment reminders
red = has not sent yet green = sent successfully blue = sent via email only yellow = unknown (no status response from carrier) black = failed
Automatic Reminders not being sent
If you notice that your reminders have not gone out please submit a support ticket. We may already know and are working on them. But, we appreciate you notifying us in case we don't. If you don't see them going out by the end of the day please ...