Leverage your Agenda

Your Agenda keeps your day on track and is your primary location for adding progress notes and creating invoices. This ensures that the client, appointment, place of service, and invoice are aligned and connected for your complete and compliant EHR.

• When you login into the system your agenda is the first page you see.
• Your agenda keeps you on track and is the primary location for adding progress notes and creating invoices.

Jump to Section: 

Calendar Preferences & Availability

Set up your Calendar and Availability by clicking on your name in the top right corner.

• Every staff member should set their own preferences and availability. Calendar Availability is when appointments can be scheduled. Times you are unavailable will be greyed out. See Set Up Calendar Appearances & Preferences  for more information. 
• Preferences allows staff to customize how they see their calendar
• Scheduling Navigation & Filters:
  • Therapists should filter to their specific name.
  • Billers and Administrative staff may want to see all staff.
  • Supervisory review users may want to see the staff they supervise as well as their own clients.
• Client contact cards provide quick access to contact details and messaging and balance information
• Create and Manage Client Flags
• Prominent text and phone reminder statuses
• Quickly see missing progress notes and invoices at a glance
• You also have the option to use Advanced Availability to specify the services you are available for scheduling at specific times and locations. 

[Back to Top]

Recommended/Best Practice Workflow

Clicking the Schedule Individual Client Appointment link from the Agenda will take you to the Calendar. Creating appointments begins in the Calendar. Once your practice information, location settings, place of service, service type and client details have been created, you will use the scheduling functions within the calendar to create client appointments.

Creating an appointment, progress notes, and invoice from the Agenda will ensure all information is linked and connected to your client’s complete EHR.

• Schedule Individual Client Appointment via agenda
  • Click the green plus calendar icon (this will take you to the calendar to schedule.)
• Link Progress Note with Calendar Appointment via agenda- When you create your Progress Note from the Appointment on the Agenda (linked to the Appointment), the appointment information will pull into the Progress Note.
  • Navigate to appropriate day and client appointment
  • Click “add progress note” button on right side
  • Ability to select the Standard Form, Soap Note, or a previously created Dynamic Progress Note
• Create an Invoice via agenda - When the Invoice and Progress Note are linked to the same Appointment the DX will show on the Superbill properly.
  • Navigate to appropriate date and appointment
  • Click “Add Invoice” button on right side

[Back to Top]

Appointment Reminders

Automatic Appointment Reminders are an Organization wide setting and are set by the Organization Administrator. See Automatic Appointment Reminders Overview for more information. 

• Can be set up by Clicking Organization > Appointment Reminders
  • Enter Organization Name
  • Reminders Schedule
  • Callback Number
• Edit Reminder Message- Placeholder Information in the appointment reminders are pulled directly from the calendar appointment.
• Email Reminders- included in subscription
• Phone Reminders- additional nominal fee. See Setup Phone Appointment Reminders for more information. 
• Text Reminders- additional nominal fee. See Setup Text Reminders for more information. 
• Client Response Notifications. See Enable Text Reminder Response Notifications for more information. 

[Back to Top]