How to Check Appointment Details

This guide will walk you through how to view appointment details and understand appointment status icons in Theralytics. By learning how to access the Appointment Detail Preview and interpret different icons, you can efficiently track appointment statuses, review session notes, and manage client check-ins. 

TABLE OF CONTENTS

• Appointment Detail Preview
• Understanding Appointment Icons
• FAQ

Appointment Detail Preview

From the Scheduling Tab, hover your mouse over an appointment to display essential details about the session, including its status and associated clinician. 

The Appointment Detail Preview provides:

• Client Name – The name of the scheduled client.
• Session Note Access–
  • If a session note has been started, a link to open it will be available.
  • If a session note has not been created, a "Create Session Note" link will be shown.
• Appointment Start & End Time – Displays when the appointment is scheduled to begin and end.
• Assigned Clinician – The name of the clinician assigned to the session.
• Appointment Type – Specifies the type of session scheduled.
• Place of Service Address – The location where the session will take place.

Note: If you do not see all the items listed in the Appointment Detail Preview, you may have limited permissions. Verify your access with an Admin user to ensure you have the necessary permissions to view all appointment details.

Understanding Appointment Icons

Each icon in Theralytics represents a different appointment status or action:

Rendered Appointment (Circled Checkmark) 

A circled checkmark indicates that the appointment has been rendered successfully.

Recurring Appointment (Arrow Turning Clockwise)

An arrow turning clockwise signifies that this appointment is part of a recurring series. 

Client Check-In (Circled Profile Icon) 

A circled profile icon means the Client Check-In box was selected for this appointment.

Cancelled Appointment (Crossed-Out Circle)

A crossed-out circle indicates that the appointment was cancelled.

Viewing the Cancellation Reason 

If you hover your mouse over the cancellation icon in the appointment info window, the cancellation reason will be displayed. 

This guide covered how to view appointment details and interpret appointment icons in Theralytics. By understanding these indicators, you can quickly track appointment statuses, access session notes, and manage client check-ins with ease.

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

FAQ