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Case Notes Screen
Group Screen
Billing Screen
Schedule Screen
Appointment Screen
Client Screen
Configuration Screen
Schedule Screen
Schedule Screen configurations include: start and stop time; number of columns/counselors; font size; appointment colors based on type of appointment; display a user-defined group of counselors or view only a single counselor at a time.
Each colored block on the schedule represents an appointment or placeholder. Displayed in the background, a placeholder is used to reserve a block of time without actually making an appointment. Appointments are displayed in the foreground and overlay placeholders.
To work with an appointment, simply click on it to open the dialog screen, or right click on the appointment to get a menu of options like delete, copy or copy the appointment to the same time and counselor next week.
The Schedule Screen below shows multiple counselors' schedules for a single day. A small text note pops up with additional information when you place the mouse cursor over an appointment.
The Schedule Screen below is configured to show a single counselor's schedule for multiple days. In this example, weekends have been skipped and the background color for Monday has been set to light green. Note this view shows a week and a day.
Schedule Screen Features
  • User defined appointment descriptions and colors
  • Supports individual client, group/couple, and other appointment types
  • Appointments can be schedule an multiple schedules simultaneously and attendance for each schedule can be set individually
  • Supports recurring appointments
  • Supports placeholders which are used to reserve blocks of time for future activities. This is commonly used in the beginning of the semester to layout who is on emergency duty and reserve time for groups.
  • Additional information is displayed when the mouse cursor is positioned on an appointment.
  • Can easily switch between showing multiple counselors or a single counselor for multiple days.
  • Can define and easily switch between Counselor Groups. Counselor Groups determine which counselors to display and in what order.
  • Highly configurable with independent setting for each user. Setting include number of columns and rows, use of icons, default view, etc.
  • Supports double booking of appointments
  • Up to three icons can be displayed to indicate type of appointment, notes attached to the appointment or client and the attendance status.
  • Drag and drop to move or copy appointments and placeholders
  • Drag the bottom edge of an appointment to change its length
Toolbars provide quick access to common procedures like
  • Change between viewing multiple counselors for one day or a single counselor for multiple days
  • Change to a different day
  • Scrolling left and right to see additional counselors
  • Scrolling up and down through time
  • Finding all scheduled appointments for a client
  • Changing the screen group to see a different group of counselors or resources
Case Notes Screen
Group Screen
Billing Screen
Schedule Screen
Appointment Screen
Client Screen
Configuration Screen
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