Access the Appointment Calendar
Click Task Tools.
Select Appointment Calendar.
Appointment types
On the calendar, you will see two types of appointments:
Referral Appointments (yellow): Created during step one of the Manage Referral pathway.
Case Appointments (purple): Created within a registered client’s case.
Clicking an appointment slot will display details at the bottom of the screen, including:
Date and time
Appointment owner
Notes
You can also click View/Edit Case Data to reschedule or update notes.
Arranging a new appointment
Click Find Client.
Under Actions, click View/Edit.
Click Add a new appointment.
Fill in the appointment details.
Click Save.
Your calendar will reflect your availability, making it easier to coordinate with clients.