Introduction to Appointments and Dashboard under Appointments
This module helps you view, add, or edit appointments and the availability of clients and providers (if established).
Click on the drop-down arrow next to the ‘Appointment’ tab on the left-hand toolbar. A drop-down menu will appear that allows users to select from a variety of views, configure scheduling rules, and view availability. You will see next how to view the Dashboard under Appointments.
6.1 Dashboard
Note: Limited people have access to the Dashboard Tab under Appointments.
When you click on Dashboard under Appointments, you will be able to view the following widgets regarding appointments:
- Employee Cancellations (%)
- Top 10 Cancellations by Employee
- Client Session History
- Top 10 Utilization
- Auth Reports By Current Week/Month
- Supervisors Provided Services
- Client availability for RBTs
- Appointment Status (%)