Permissions: Users must have the Can manage check in/out permissions, and have the Therapist Permissions with Dynamic Forms or higher checked.

You are able to manage your Clients from your mobile device using a Chrome browser. For quick access while you are working in the field or from a Clinic, please bookmark the site on your mobile device by using your Practice's URL or by navigating to this Login to the system.

NOTE: Working on a mobile device is very similar to working in the application from a computer. If you are new to the system, it may be helpful to do this workflow on your computer a few times get to know the workflow and layout.

Table of Contents:

Check In & Check Out a Client

When you log in from a mobile device, you will be automatically directed to the Agenda. Here you are able to to filter by the Day, Week, Month, or by Staff. Follow the steps below to check a Client in and out.

Related Article: Scheduling Navigation & Filters

Locate the Appointment on your Calendar, then tap Check In.
Tap Check In in the confirmation window.
The Check In Time will appear in the Appointment window.
Tap Check Out at the end of the Appointment.
Tap Check Out in the confirmation window.
The Check Out Time will display on the Appointment window.

Add Progress Note

From the Appointment, you can create a new Progress Note or copy a Note from a previous session.

Related Article: Create a Progress Note

Tap Add Progress Note, then tap the appropriate action from the drop-down.
If you selected Create New Progress Note, you will be prompted to select the type of Note from the drop-down.
You will be directed to your Note.  Tap each field or drop-down to populate and fill in the Note, it will automatically save as you work. Tap Save at the bottom of the Note when you are finished and you will be directed to the top of the page.
To return to the Appointment, tap the Menu icon in the upper left corner.
Tap Schedule.

Edit Appointment Status

The Appointment Status helps to categorize and keep track of Appointments. Additionally, Clients can change the appointment status to Cancelled when they respond to an Appointment text reminder or through the Client Portal. Follow the steps below to change the Appointment Status. 

Related Article: Change Appointment Status

Locate the appropriate appointment, and tap the Pencil icon to edit the Status.
In the Status drop-down. Select the appropriate status for the appointment, then tap Save.

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