Scheduling QMHP Client Sessions
Jessica Lopez
17 steps
41 seconds
Notenetic
1
Double-click the date you would like to schedule your session
2
Enter the Client's Intials and Session as the Title
3
Click the Start Date and use your up, down, left, and right key pad to adjust the date and times
4
If you would like to schedule recurring sessions, Under Repeat Click "Weekly"
5
Click "Repeat every week(s)" and select the frequency for the repeated sessions. 1 = you see them every week 2 = every 2 weeks, etc.
6
Click "occurrence(s)" to set how many times will be auto scheduled. Select the Day(s) that you would like the recurring sessions to be
7
Enter the staff that will attend the session (usually yourself)
8
Find the Client in the Client Dropdown
9
Optional: Select the Service (H2014, T1017) etc
10
The services will show in the dropbox
11
Optional - Select (TCC) B.I.R.P. NOTE as the Template
12
Optional: Click "Select Place of Service" and select the Place of Service Code
13
Select the applicable location from the available locations in the dropdown
14
Click the button to update the status to "Scheduled"
15
You can edit the appointment and change the status as needed (Cancelled, No Show, etc)
16
Select QMHP Appt as the Category
17
Click "Save" to save the appointment
Scheduling QMHP Client Sessions
Jessica Lopez
17 steps
41 seconds
Notenetic
1
Double-click the date you would like to schedule your session
2
Enter the Client's Intials and Session as the Title
3
Click the Start Date and use your up, down, left, and right key pad to adjust the date and times
4
If you would like to schedule recurring sessions, Under Repeat Click "Weekly"
5
Click "Repeat every week(s)" and select the frequency for the repeated sessions. 1 = you see them every week 2 = every 2 weeks, etc.
6
Click "occurrence(s)" to set how many times will be auto scheduled. Select the Day(s) that you would like the recurring sessions to be
7
Enter the staff that will attend the session (usually yourself)
8
Find the Client in the Client Dropdown
9
Optional: Select the Service (H2014, T1017) etc
10
The services will show in the dropbox
11
Optional - Select (TCC) B.I.R.P. NOTE as the Template
12
Optional: Click "Select Place of Service" and select the Place of Service Code
13
Select the applicable location from the available locations in the dropdown
14
Click the button to update the status to "Scheduled"
15
You can edit the appointment and change the status as needed (Cancelled, No Show, etc)
16
Select QMHP Appt as the Category
17
Click "Save" to save the appointment
