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How to Create a Nonbillable Appointment for Provider Not Linked to a Patient

This 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.

Steps to Add a Nonbillable Appointment Without Linking It to a Patient

  1. Navigate to Scheduler: Go to the main Scheduler section.
  2. Select Provider: Select the Provider option, and then choose the specific provider for whom you are scheduling the appointment.
  3. Initiate Appointment Creation: Click the Add Appointment button.
  4. Specify Appointment Type: From the Type dropdown menu, select the Nonbillable option.
  5. 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.
  6. Complete Required Fields: You must then select the following details:
    • Authorization
    • Appointment Type
    • Location
    • Travel
  7. Select Time and Date: Select the desired time on the calendar for the appointment.
  8. Configure Recurring Sessions (If Applicable): For sessions that repeat, check the Recurring checkbox to set up the recurrence pattern.

This process ensures that the provider's time is blocked for non-patient-facing activities while maintaining accurate scheduling records.

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Last Updated: 12/5/2025 by Lauren Ortega