How to Schedule an Assessment in Notenetic
Jessica Lopez
13 steps
39 seconds
1
**Click "Calendar"**
2
**Click "+ Staff"**
3
**Type your Clinician's name in the Staff box to filter out only your Clinician's appointment**
4
**Click your Clinician in the Dropdown**
5
**Click "Apply"**
6
**Click "Week" to view the current week**
7
**Find an appointment that only says "Assessment" or "Initial Assessment" without any client initials**
8
**Verify that there are no Clients (Besides the Timmy Turner placeholder) assigned to that appointment and click the "Edit" button**
9
**Click this text field and add the client's initials before "Assessment"**
10
**Find the Client from the Dropdown**
11
**Ensure the status is Scheduled. Change to confirmed once you have confirmed the appointment the morning of the assessment.**
12
**Update the status as needed**
13
**Click "Save"**
How to Schedule an Assessment in Notenetic
Jessica Lopez
13 steps
39 seconds
1
**Click "Calendar"**
2
**Click "+ Staff"**
3
**Type your Clinician's name in the Staff box to filter out only your Clinician's appointment**
4
**Click your Clinician in the Dropdown**
5
**Click "Apply"**
6
**Click "Week" to view the current week**
7
**Find an appointment that only says "Assessment" or "Initial Assessment" without any client initials**
8
**Verify that there are no Clients (Besides the Timmy Turner placeholder) assigned to that appointment and click the "Edit" button**
9
**Click this text field and add the client's initials before "Assessment"**
10
**Find the Client from the Dropdown**
11
**Ensure the status is Scheduled. Change to confirmed once you have confirmed the appointment the morning of the assessment.**
12
**Update the status as needed**
13
**Click "Save"**
