How to Schedule Appointments From the Calendar

From the navigation bar select Calendar iQ

There are 2 ways to create an appointment from the calendar:

A. By selecting the day and time you wish your event to be scheduled right from the calendar screen

B. By selecting the New Event button

Navigating the New Event Form

The New Event Form is where you will enter the event information that will appear on the event calendar and lists

Enter the Event Name, Location and select an Event Room (if applicable)

Enter the Event’s Date, Start Time and End Time

Optional: Create a Recurring Event by selecting the Set to Recurring toggle switch and selecting the Frequency

Enter your Client Services by selecting the service name from the drop-down (Service Fee will populate upon selection)

Note: The service list drop-down will only include services that are assigned to the client that will be attending this appointment

Add the Client(s) that will attend this appointment

Select the box of the Fee you would like to directly invoice the client for

Example: A self-pay client will have the box for the full-service fee checked, while an insurance-paying client may only have the box for the copay or coinsurance assigned to them checked.

The service fee is specific to each client unless the appointment is for a group - the service fee is populated from the information entered in the client demographics page

Add Staff Member(s)

Enter any Meeting Details

Select Create Event to add it to your calendar

Once an Event is created, it will appear on the Event Calendar. From there you can  View, Edit, or Delete the Event

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