Scheduling Module
This module reviews how to create schedules in Motivity.
22 articles
- Linking Multiple Make-Up AppointmentsThis article outlines how to link several make-up or fill-in sessions to a single original cancelled appointment.
- Viewing Overlapping Availability for Schedulers and ProvidersThis knowledge base article outlines the steps for schedulers to view overlapping availability between a selected provider and a patient within the scheduling system. This feature helps ensure efficient booking…
- Patient Schedule ManagementOverview of the Patient Schedule management view in Motivity.
- Accessing Patient Quick Links in the SchedulerThis document outlines the steps and available options when accessing the Quick Links section from the scheduler and patient view.
- Blocking Provider Time on the SchedulerThis article outlines how to block a provider's time on the scheduling tool. This feature may be used to indicate when a provider is unavailable, out-of-office, etc.
- Provider Schedule ManagementOverview of the Provider Schedule management view in Motivity.
- Introduction to the Scheduling ModuleIntroduction to the Scheduling Module in Motivity.
- Creating a Billable Patient Appointment: A Step-by-Step GuideThis article provides a simple guide for adding a billable patient appointment within the system's scheduler.
- Accessing Provider Quick Links in the SchedulerOverview of the Provider Quick Links in the Scheduler.
- Understanding Compliance Alerts & Updates in Motivity SchedulerOverview of Compliance Alerts and Updates in the Motivity Scheduler.
- How to Edit Rendered Appointments on Practice ManagementHow to edit rendered appointments in Motivity Practice Management.
- Creating a Non-Billable Appointment Associated with a PatientThis knowledge article outlines the steps to create a non-billable appointment and link it to a specific patient.
- How to Create a Nonbillable Appointment for a Provider Not Linked to a PatientThis knowledge article outlines the steps to create a nonbillable appointment for a provider for internal activities, such as training, without linking it to a specific patient record.
- Adding and Editing Provider AvailabilityThis article provides instructions for accessing the provider schedule and managing general availability for providers.
- Adding and Editing Patient AvailabilityThis article provides instructions on how to add and edit a patient's general availability within the scheduling system.
- How to Schedule a Group AppointmentThis article will review how to create a group appointment (multiple patients to a single provider) within Motivity.
- Using Scheduling and Appointment Issue NotesThis article reviews how to add a Scheduling Note and how to view Appointment Issue Notes submitted by staff members.
- How to Add and Manage Drive Time/MileageThis article reviews how to add Drive Time/Mileage to an appointment and how to edit or manage it.
- Rescheduling or Canceling an AppointmentThis article reviews how to cancel, reschedule, and uncancel an appointment.
- How to Create and Edit Recurring AppointmentsThis article reviews how to create a recurring series of appointments, how the system checks for compliance errors, and how to make edits if needed.
- Navigating the AI Scheduling Optimizer (Beta)This article serves as a training guide for the Motivity AI Optimizer, a tool designed to automate and refine the complex process of scheduling in an ABA clinic setting.
- AI Coach for Scheduler — Patient-Level Insights (Beta)This article explains how the AI Coach in the Patient Scheduler surfaces insights the moment you select a patient.