- Click the desired Appointment time on your calendar.
- Enter Appointment Title (Optional) - e.g. Individual Therapy, Marriage Counseling, etc.
- Adjust Time & Date if necessary.
- Enter Attendees - Start typing Client's name and select appropriate Client.
- Type Client(s) Name and select appropriate Client.
- Type Therapist Name and select appropriate additional Therapist.
- Select Appointment Type.
NOTE: Telehealth must be enabled for a user in order to add a Telehealth Appointment.
- Click Save.