How to Use the Click and Drag Scheduling Feature in Theralytics

Modified on Wed, 5 Feb at 10:33 AM

This guide will cover how to create an appointment, update an appointment time, and reschedule an appointment using the Scheduling Drag and Drop Feature in Theralytics.

TABLE OF CONTENTS

Creating an Appointment
Updating an Appointment Time
Rescheduling an Appointment
FAQ

Creating an Appointment

To create an appointment:

Click on the desired start time in the schedule.
Drag your mouse down to the desired end time to set the duration.
The Create Appointment window will automatically pop up with the start and end times pre-filled, saving you time.

Updating an Appointment Time

To change the time of an existing appointment:

Click and hold the appointment block on the schedule.
Drag it to the new time slot where you want to move it.

Confirm the Change

A confirmation window will appear in the lower-left corner of the screen.
Click "Move" to apply the change.
Once completed, a green confirmation message will appear in the same spot, verifying that the update was successfully made.

Note: Please be aware that you will not be able to drag the appointment to an unavailable time slot unless your user role has permission to create appointments outside of staff availability and/or client availability.

Rescheduling an Appointment

To reschedule an appointment to a different day or time:

Click and hold the appointment block on the schedule.
Drag it to the new date or time where you want to move it.

Confirm the Reschedule

After making the change, an orange box will appear in the lower right-hand corner of the screen.
Click the "Move" button in this box to confirm the change.
Once completed, a green confirmation box will appear in the same spot, verifying that the update was successfully made.

Note: If an appointment that has already been completed and has an attached completed session note is modified, only the Date of Service (DOS), Start Time, and End Time that are adjusted will be updated. Everything else, including captured signatures, session data, and recorded information, will remain unchanged on the session note.

The Scheduling Drag and Drop Feature in Theralytics allows you to quickly create, modify, and reschedule appointments with ease. By using this tool, you can efficiently manage your schedule and make adjustments without navigating through multiple menus.

If you have any questions or need further assistance, please reach out to the Theralytics support team.

FAQ

Q: Can I use the click and drag feature to adjust appointment times on rendered appointments?

A:Yes, you can adjust the time of a rendered appointment using the click and drag feature, but this is subject to your user permissions. If you are unable to make changes, check with your administrator to ensure you have permission to adjust times after rendering.

Q: If I use the click and drag feature to change a rendered session, will the session note update with the new date/time?

A: Yes, when you adjust a rendered session using the click and drag feature, the session note's date and time will update to reflect the new schedule. However, all previously captured signatures, data, and other recorded information will remain unchanged.

Q: Can I use the click and drag feature on recurring appointments?

A:Yes, but the change will only apply to the specific appointment you modified. It will not update the entire recurring series. If you need to adjust the full series, you will need to update it manually or through the recurring appointment settings. Please see this article for more information about Recurring Appointments.

Q: Can I use the click and drag feature on canceled appointments?

A: No, once an appointment is canceled, it cannot be rescheduled using the click and drag feature. You will need to create a new appointment instead.

Q: I received a message saying my client is unavailable at this date/time. Why can't I adjust the time?

A: If you see this message, it means the client does not have availability set for the selected date and time. Theralytics prevents scheduling outside of a client’s availability settings unless you have the user permission to override client availability.

To resolve this, you can:

Schedule the appointment within the client’s available hours (which can be viewed in the Client Profile).
Request an administrator to enable the override permission if you need to schedule outside of the client’s availability.

If you need further assistance, contact your administrator to review your permissions or adjust the client's availability settings. To learn about about Availability Override Permissions see this article.