Creating Client Appointments in Kindred Practice
Therapists can easily schedule client appointments using the scheduler or directly from the client’s profile. Here are the main methods:
1. Creating an Appointment from the Scheduler
• Open Scheduler: Start from the Scheduler, where you’ll see your calendar view for the week.
• Check Availability: Review existing appointments to avoid conflicts.
• Method 1: Click on Calendar
• Click on any time slot in the calendar to open the appointment setup window.
• Choose Client and Service: Select your client and service type (e.g., Individual Therapy, Family Therapy).
• Select Location: Choose the appropriate location based on service settings (e.g., Kindred Practice Video, Office).
• Date and Time: The date and time are pre-filled based on where you clicked, but you can adjust as needed.
• Method 2: Use the ‘Schedule Appointment’ Button
• Click the Schedule Appointment button at the top.
• Select Client, Service, and Location: Choose your client, session type, and preferred location.
• Date and Time: Manually enter the date and time since it’s not pre-filled in this method.
• Save Appointment: Once set, click Save to finalize the appointment, and it will appear on your calendar.
2. Creating an Appointment from the Client Profile
• Go to Client Profile: Access the client’s profile from the Clients tab.
• New Appointment Button: Click New Appointment within the client’s profile.
• Follow Standard Setup: This opens the same appointment setup window as in the scheduler, allowing you to choose the service, location, and time.
• Convenience: This method is useful when viewing a client’s profile and scheduling their next session directly without returning to the scheduler.
These methods ensure flexible scheduling options, allowing therapists to book appointments efficiently based on their workflow.