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Case Notes Screen
Group Screen
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Schedule Screen
Appointment Screen
Client Screen
Configuration Screens
Appointment Screen
Illustrated below are three types of screens designed to handle different types of appointments: Individual Client Appointments, Group Appointments, and Other Appointments.   Each appointment has a Standard Information tab that describes the appointment.  There is also a Scheduling tab that shows all the schedules an appointment is on. (A individual client appointment is usually only on a single counselors schedule while a staff meeting will be on several schedules.)  The is also an Additional Information tab that is most commonly used with Outreach appointments to collect some additional statistics.  And if it is a group appointment then there will also be a Clients tab that will list all the clients in the group as well as their attendance status.  Appointments can also be recurring as shown in the group and staff meeting examples below.
The Individual Client Appointment below is designed for single-client appointments.
 

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.


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. 

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.

 
Case Notes Screen
Group Screen
Billing Screen
Schedule Screen
Appointment Screen
Client Screen
Configuration Screens
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