Adding Appointment Types

Appointment types are what you will use to schedule appointments in the software. In order to create your appointment types, please follow these steps.

1. From the dashboard, go to Masters, and then select Appointment Types 

2. Select the Add Appointment Type button, and enter in the information for your new appointment type. You will need to select Billable if you would like to bill this appointment to your payers. In order to schedule a non-billable appointment, make sure the Billable option is unchecked.

   1. Billable - This identifies that this appointment is billable to a funding source.

   2. Client Required - A client will be needed in order to bill this to the funding source.

   3. Include in RBT Supervision Report - Any appointment type that needs to be applied to a supervision report will need to have this option checked in order to track RBT Supervision. For example, an appointment type listed as Direct Behavior Therapy by RBT would require to have this box checked.

   4. Allow Overlapping - Please see the description listed in Theralytics.