Add & Edit an Appointment

Owned by Sydney Cohen (Unlicensed)
Last updated: Nov 15, 2022 by Joy Helsel
5 min read

  • Add a new appointment

  • Repeat your appointments

  • Edit your appointments

Description

How To Desktop:

How to Mobile:

Good to Know

Description

How To Desktop:

How to Mobile:

Good to Know

Go to SCHEDULING

 

 

  • Appointments can be added and edited through the Rethink browser either on a desktop or through your mobile device

Create an Appointment

There are 2 options to create an appointment in Rethink:

Option 1: Drag over your desired appointment date & time

 

Option 2: Right click on your desired appointment date & start time

 

Select the + located in the upper righthand corner

 

 

  • Appointments can only be created through the desktop browser OR the mobile browser at Rethinkbh.com

  • If your organization has asked you to use the geo-tagging feature for appointment verification, then the option “Allow” needs to be selected when prompted “The website “rethinkbehavioralhealth.com” would like to use your current location.”

Enter a Billable Appointment

Complete all required fields marked with an “*”:

Outlined below are the required fields for a BILLABLE appointment:

Once all required fields are entered

Click SAVE

Complete all of the fields below outlines in red

Once all required fields are entered

Select SAVE

Required Field Details:

  • Type: Billable

  • Date: Date of Service

  • Start & End Time: Scheduled Appointment Time

  • Staff Member: Scheduled Staff Member

    • Green Checkbox - Available Staff

    • Orange Exclamation Point - Not Available Staff

    • Red X - Staff Member already scheduled

  • Pay Code: Staff pay code for this specific appointment

  • Client: Scheduled Client

  • Service: service options are based on the client’s authorization AND the staff member’s credential - learn more about restricting billing codes by credential here Adding Service Lines and Funders to the Company Account

  • Place of Service: indicate the place of service necessary for claim processing here

Enter a Non-Billable Appointment

Below are the required fields of a Non-Billable Appointment

Once all required fields are entered

Click SAVE

Below are the required fields of a Non-Billable Appointment

Once all required fields are entered

Select SAVE

Required Field Details:

  • Type: Non-Billable

  • Date: Date of Service

  • Start & End Time: Scheduled Appointment Time

  • Staff Member: Scheduled Staff Member

  • Pay Code: staff pay code for this specific appointment

  • Tag: Non-billable tags to describe the activity of the session

  • Place of Service: indicate the place of service necessary for claim processing here

Enter a Travel Appointment

Here are the required fields of a Travel Appointment

Once all required fields are entered

Select SAVE

Below are the required fields of a Travel Appointment

Once all required fields are entered

Select SAVE

Required Field Details:

  • Type: Travel

  • Date: Date of Service

  • Start & End Time: Scheduled Appointment Time

  • Staff Member: Scheduled Staff Member

  • Pay Code: staff pay code for this specific appointment

  • Mileage: mileage for the appointment can either be typed in OR will pre-populate if the Driving From & Driving To addresses are entered

Set up a Recurring Appointment

If an appointment recurs in a weekly or monthly pattern, you can set up a recurring appointment

Click REPEAT

then complete the required fields of the recurrence pattern

Select if this is a weekly or monthly recurrence pattern

Select the days of the week for the appointment series

Select when to end the appointment series

 

If an appointment recurs in a weekly or monthly pattern, you can set up a recurring appointment

Select REPEAT

then complete the required fields of the recurrence pattern

Select if this is a weekly or monthly recurrence pattern

Select the days of the week for the appointment series

Select when to end the appointment series

  • It is recommended when adding an appointment series, that an end date is entered for the appointment series that is equal to or earlier than the last date of the client’s authorization that is tied to that series

 

Edit an Appointment - Choose Occurrence or Series

To Edit

Right click on applicable appointment

Choose to open the appointment occurrence or the entire appointment series

 

 

To Edit

Open applicable appointment

Choose to edit the appointment occurrence or the entire appointment series

 

  • A user will need “Edit Appointments” permission to make any edits to already existing appointment

  • Appointment Date cannot be changed if staff verification, parent verification or session note has previously been completed.

 

 

Edit an Appointment - Occurrence

With proper permissions, you can edit any appointment field

Select the field and make applicable changes

Select SAVE when complete

With proper permissions, you can edit any appointment field

Select the field and make applicable changes

Select SAVE when complete

 

  • IF an appointment is already verified, then a user would need “Edit Verified Appointment” permission to make any changes.

  • Appointment Date cannot be changed if staff verification, parent verification or session note has previously been completed.

 

Edit an Appointment - Series

With proper permissions, you can edit any appointment field

Select the field and make applicable changes

Select SAVE when complete

The following screen will appear:

Choose whether to save these changes as of specific date OR if these changes apply to the entire series

With proper permissions, you can edit any appointment field

Select the field and make applicable changes

Select SAVE when complete

 

The following screen will appear:

Choose whether to save these changes as of specific date OR if these changes apply to the entire series