The Individual Client Appointment below is designed for single-client appointments.
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The Group Appointment (below) is designed to handle two or more clients. It is used for couples,
group therapy, and
anywhere there is more than one client. The first image
below shows the Appointment Information tab which is similar to
that for an individual client appointment. Note that this
appointment is part of a recurring series as indicated by the
"Recurring Weekly..." text.
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This image shows the Clients tab of the Group Appointment
screen and this is where you specify all the client that are in
the group as well as take their attendance. |
The final appointment type is Other Appointment. This type is for appointments that do not have clients. Some common
uses for this appointment type are staff meetings, outreach,
supervision, vacation, lunch, etc.
The image below is for a staff meeting. Note is is also
part or a recurring series. |
 
All the appointments have a Scheduling tab as show below.
For this staff meeting appointment it would be used to schedule
this appointment on multiple schedules at the same time.
That way if the appointment is moved or canceled all the
schedules will be updated automatically.
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All the appointment screens have an Additional Information
tab that can be configured by appointment type. This is
most often used with Outreach appointments (which are a type of
Other appointment) to record some additional statistical data
about the Outreach.
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