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.