How To Use The Unified Calendar

To access the calendar, click on the Calendar icon on the top left of the navbar. Or click ...... for feature flag.

The default view is month and the filters are set to your level of permissions.

Please note, week, day, and list views for the calendar will be released later in the year.

Filters

• Based on your permission level, the following filters are applied by default:
  • Admins:
    • Therapists, Clients, and Groups (if group therapy is enabled)
  • Therapists:
    • Clients and themselves

• To clear a filter, click the X icon next to the filter name.

  

• To refine a filter:
1. Select a filter.
2. Click the checkboxes next to the desired name(s) or type a user's name.

Events

• The calendar randomly assigns one of eight colors to each therapist or client.
• The name displayed depends on the type of event:
  • For individual visits, the client name is displayed: last name, first name.
  • For non-billable events, the name of the therapist is displayed: last name, first name.
  • For group events, the name of the group is displayed.
• Click on an event to see event details in a slide over.
  • Select the Billing tab at the top of the slide over to view event billing details.
  • Click the pencil icon to edit an event:
    • How To Create or Edit an Event in the Unified Calendar [LINK HERE]

How to Create or Edit an Event

Please see this article

How to Cancel or Delete an Event

Please see this article