Create an Appointment

There are three ways to create an appointment:

1. From the Calendar Page, drag and drop client’s name onto the calendar where you’d like to make the appointment.
2. From the Calendar Page, click the calendar where you’d like to make the appointment.
3. From the Client Summary, click “Add” next to “Appointments” on the sidebar.

Once you’ve created the appointment:

1. Confirm the details of the appointment. Defaults are:
   • Category: Office Visit
   • Duration: 60 minutes
   • CPT Code: 90837 – Individual Psychotherapy 53+ minutes
2. Click “Save”