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Appointments Module

Once you’ve entered the proper password to open Pathways, the Today’s Events window appears. From the Today's Events window, you can add or review client appointments.

 

Appointments

 

 

Today's Events Window

 

 

Adding Appointments

 

 
Client Sessions  

 

Communications

 

 

Tasks

 

 
Scheduling Recurring Appointments  

 

Reviewing Client Sessions

 

 

Deleting Appointments

 
 

Did You Know?

You must add at least one client to Pathways before you can schedule appointments.

 

 

 
   

Related Links

 

Appointment Types

 

Progress Notes

 

Billing for a Single Appointment

 
   

Other Modules

 

Getting Started

Installing Pathways

Provider Information

Changing Password

Customizing Fields

 

 

Clients Module

Adding Clients

Client History

Client Assessments

Treatment Plans

 

 

Resources Module

Resource Organizations

Professional Contacts

 

 

Progress Module

Progress Notes

Cancelled Sessions

Progress Reports

 

 

Billing Module

Appointment Receipts

Billing Accounts

Client Invoices

 
   

This window is the main hub of the program, from which you can navigate to appointments, activities, and communications. Using the Today’s Events window will help ensure that your files are complete and up-to-date.

Clicking any date on the calendar will display the events for that date.

 

Creating New Appointments

To add an appointment, open the Today’s Events window and, after selecting the appropriate date, click the “Create New Appointment” button.   Read More >> 

Scheduling Recurring Appointments

Click “Schedule Recurring Appointments” in the Today's Events window to schedule multiple client sessions, communications, or tasks. Read More >> 

Reviewing Appointments

To review any appointment, open the Today’s Events window and select the appropriate date. All appointments scheduled for that day will be displayed. Read More >> 

Deleting Appointments

If you've accidentally created an appointment and want to delete it, simply click the Delete button in the appointments window. Read More >> 

 

 

 

 

 

 

 
 
 


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