How To Create or Edit an Event in the Unified Calendar

Users can create an event, make it a recurring event, and edit an event from the unified calendar.

Create an Event

1. Users can create a new event in two ways:

   • Click the Create button in the top right of the screen.

     

   • OR, click on any whitespace in a calendar day.

     

2. Complete the fields in the slideover:
   • Event Type
     • Select Visit or Non-billable for a Non-billable event.
       • Please note, this choice determines what other fields you will see in the modal.
   • Therapy Type
     • Select Individual Visit or Group Visit.
       • This option will not appear if you selected Non-billable above
   • Therapist (Required)
     • Type a therapist's name or use the dropdown to select a Therapist.
   • Client (Required)
     • Type a client's name or use the dropdown to select a Therapist
       • This field is dependent on the Therapist selection.
   • Date (Required)
   • Time (Required)
   • Start Address
   • End Address
   • Supervision
     • Select the checkbox if this is a supervised visit.
   • Telehealth
     • Check the checkbox if this is a telehealth visit.
   • Rate
     • If your permissions allow it, set the therapist billing rate.
   • Billing Code
     • If your permissions allow it, set the billing code.
   • Caregiver
     • Use the dropdown to select a therapist.
       • This field is dependent on on the Client selection.
   • Repeat
     • Check the checkbox to make this event recurring.
       • Select the recurring dates.
       • Select if the recurring event will end on:
         • Date: select date

         • End of authorization/units

           

3. Click Save.

To Edit an Event

1. Select an event from the unified calendar to open the event details slideover.
   • If your permissions allow, a pencil icon will appear in the top right of the slideover.
2. Click the pencil icon to edit the event.