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Adding and Editing Patient Availability

This article provides instructions on how to add and edit a patient's general availability within the scheduling system.

Accessing the Patient Scheduler

To access the patient's schedule, follow these steps:

 

  1. Hover over the Motivity icon located on the top left corner of the screen.
  2. Click on the scheduler-Patient menu.
  3. You will land on the scheduler page.
  4. Select the service location.

Select the patient to view their calendar.

After selection of the menu, you land on the scheduler page. Select the service location and then the patient to view patient's calendar. 

Adding or Editing General Availability

While viewing the patient's calendar on the scheduler page, you can manage their general availability:

 

  1. Click the 3 dot (ellipsis) icon on the top right side of the patient scheduler view.
  2. Then, click General Availability.
  3. To add new availability, click anywhere in the week-view calendar.
  4. You can set recurring availability or modify existing availability by clicking and dragging.

Last Updated: 12/3/2025 by Lauren Ortega