12-22-2008, 08:43 PM
Recurring Group Appointment is used when a group needs to scheduled for multiple occurrences.
Ex) Alice Bentley wants to see a group from 9:00am to 10:00am every Tuesday starting 12/22/2008 and lasting until 07/24/2009.
1) Click on the Schedule tab
2) Show Menu
3) Click on Recurring Group Appointment
4) Explanation of fields:
a. Service Date - Date the recurring appointment will begin (12/22/2008)
b. Time From - Begin time of appointment (9:00am)
c. Time To - End time of appointment (10:00am)
c. Organization - location of the appointment (should default to the organization you're logged into)
d. Staff - Staff person who the appointment is for (Alice Bentley)
e. Group - Pick the appropriate group from the drop down list
f. Activity - Choose the Group Training for unlicensed staff & Group Counseling for licensed staff.
g. Service Location - Choose 53
5) Click on Recurrence, to the right of Schedule
6) Explanation of fields:
a. Recurrence Type: Determines if the appointment will be Weekly or Monthly.
b. If Weekly is picked above - enter frequency of weeks (1 week)
- every 1 week means the appointment will occur every week
- every 2 weeks means the appointment will occur every 2 weeks
c. If Monthly if picked above - the next three options define when the appointment will start
d. Recurrence End - the next two options define when the appointment will end. Either after a certain # of times or on a certain date. (07/24/2009)
e. Press the Submit button
f. By default all appointments should be checked, now you can uncheck dates the appointment won't happen due to holidays or vacations. If nothing is checked check the dates the group will happen.
g. Press the Submit button
h. You're done!!
Ex) Alice Bentley wants to see a group from 9:00am to 10:00am every Tuesday starting 12/22/2008 and lasting until 07/24/2009.
1) Click on the Schedule tab
2) Show Menu
3) Click on Recurring Group Appointment
4) Explanation of fields:
a. Service Date - Date the recurring appointment will begin (12/22/2008)
b. Time From - Begin time of appointment (9:00am)
c. Time To - End time of appointment (10:00am)
c. Organization - location of the appointment (should default to the organization you're logged into)
d. Staff - Staff person who the appointment is for (Alice Bentley)
e. Group - Pick the appropriate group from the drop down list
f. Activity - Choose the Group Training for unlicensed staff & Group Counseling for licensed staff.
g. Service Location - Choose 53
5) Click on Recurrence, to the right of Schedule
6) Explanation of fields:
a. Recurrence Type: Determines if the appointment will be Weekly or Monthly.
b. If Weekly is picked above - enter frequency of weeks (1 week)
- every 1 week means the appointment will occur every week
- every 2 weeks means the appointment will occur every 2 weeks
c. If Monthly if picked above - the next three options define when the appointment will start
d. Recurrence End - the next two options define when the appointment will end. Either after a certain # of times or on a certain date. (07/24/2009)
e. Press the Submit button
f. By default all appointments should be checked, now you can uncheck dates the appointment won't happen due to holidays or vacations. If nothing is checked check the dates the group will happen.
g. Press the Submit button
h. You're done!!