This article applies to Motivity Practice Management. It explains how to schedule a nonbillable appointment for a provider without linking it to a patient.
Steps to Add a Nonbillable Appointment Without Linking It to a Patient
Navigate to Scheduler: Go to the main Scheduler section.
The Scheduler section in the main menu of Motivity Practice Management.
Select Provider: Select the Provider option, and then choose the specific provider for whom you are scheduling the appointment.
The Provider option in the Motivity Practice Management scheduler, used to choose the provider for the appointment.
Initiate Appointment Creation: Click the Add Appointment button.
The Add Appointment button in the Motivity Practice Management scheduler.
Specify Appointment Type: From the Type dropdown menu, select the Nonbillable option.
The Type dropdown in Motivity Practice Management, with the Nonbillable option selected.
Select Internal "Patient": In the Patients dropdown menu, select your Office Name. This name is usually prefixed with "NA" (for "Not Applicable") followed by your location name.
The Patients dropdown in Motivity Practice Management, with the office name selected as the internal patient.
Complete Required Fields: You must then select the following details:
Authorization
Appointment Type
Location
Travel
Select Time and Date: Select the desired time on the calendar for the appointment.
The Motivity Practice Management calendar, where you select the time and date for the appointment.
Configure Recurring Sessions (If Applicable): For sessions that repeat, check the Recurring checkbox to set up the recurrence pattern.
The Recurring checkbox in Motivity Practice Management, used to set up a repeating appointment.
This process ensures that the provider's time is blocked for non-patient-facing activities while maintaining accurate scheduling records.