Creating Available Assessments
Jessica Lopez
15 steps
2 minutes
Notenetic
1
Click "Calendar"
2
Click "Lopez, Jessica"
3
Click "Apply"
4
Double-click here.
5
The Title for the event is "Available Assessment"
6
Click this button.
7
Click this text field.
8
Add Timmy Turner as the client. If no client is selected you won't be able to view the appointment. The admin staff will select a client when the appointment is filled.
9
Click this field.
10
Click "Confirmed"
11
Click this button.
12
Click "Assessor" then hit "Save"
13
Click "Available Assessment"
Check your calendar regularly for new appointments. Admins will notify you if they schedule a same day appointment but it is your responsibility to check your schedule every morning.
14
Click here if you need to edit the appointment and notify the admin if any scheduled appointments are changed.
15
Enter Contact Notes in the client Dashboard if the family doesn't answer for their assessment.
Creating Available Assessments
Jessica Lopez
15 steps
2 minutes
Notenetic
1
Click "Calendar"
2
Click "Lopez, Jessica"
3
Click "Apply"
4
Double-click here.
5
The Title for the event is "Available Assessment"
6
Click this button.
7
Click this text field.
8
Add Timmy Turner as the client. If no client is selected you won't be able to view the appointment. The admin staff will select a client when the appointment is filled.
9
Click this field.
10
Click "Confirmed"
11
Click this button.
12
Click "Assessor" then hit "Save"
13
Click "Available Assessment"
Check your calendar regularly for new appointments. Admins will notify you if they schedule a same day appointment but it is your responsibility to check your schedule every morning.
14
Click here if you need to edit the appointment and notify the admin if any scheduled appointments are changed.
15
Enter Contact Notes in the client Dashboard if the family doesn't answer for their assessment.
