📅 Scheduling & Appointments

Open Schedule to see and book your practice's visits.

Finding your way

• Switch between day, week, and month views. Today returns to today; the arrows step one day, week, or month.
• The Schedule follows your own calendar: it opens on your local today, and each visit is listed on the day and at the hour it falls on your clock.
• The grid runs from 7 AM through the 8 PM hour. A day with an earlier or later visit gets extra rows so that visit is shown too.
• Filter by therapist or location. 🏢 This site switches to All sites, adding your branch sites' visits.
• The cards at the top count today's visits, completed, remaining, and cancelled, and recurring visits. Clicking a card shows only those visits; the Today card shows all of them again.
• Save current filters as a view keeps a view you use often.

Booking a visit

New Appointment opens a form for the patient, staff member, start and end time (with +30m, +45m, +60m, and +120m shortcuts), visit type, billing code, time zone, currency, and notes.

• Repeat books a series: daily, weekly, every 2 weeks, or monthly, up to 52 occurrences.
• When the patient has an authorization for the billing code, the form shows whether the visit is covered and how many units remain.
• If the visit overlaps another visit for the same patient or staff member, you get a warning; the visit is still saved.
• A telehealth visit can be set in the patient's time zone; the Schedule shows it at your local time and the zone beside it.

In the day view, each booked visit has buttons to complete it, edit it, or cancel it. Edit opens the visit's own date and time, in its time zone, without moving the Schedule off the day you are viewing.

Visit requests from the patient portal

Patients can ask for a visit from the patient portal.

• While requests are waiting, a Visit requests list appears above the grid with each request's date, time, patient, and the kind of visit asked for. It lists requests for any day, including ones whose day has passed in the last month.
• In the grid a request has a dashed border and a Requested tag.
• Confirm… opens the request so you can choose the staff member and adjust the time; Book visit schedules it. A request needs a staff member before it can be booked.
• Decline asks you to confirm, then cancels the request.

Completing and billing a visit

• Complete + bill marks the visit completed and creates its billing entry, linked to the patient's matching authorization when there is one.
• When the visit's billing code is on your practice's own code list with a rate, the charge is the rate times the units.
• For a completed visit, Review scheduled vs actual times records when the session really started and ended.

Availability

🕒 My availability sets the weekly hours you see patients. The patient portal offers patients the first open times inside those hours, leaving out times that are already booked.

Reminders

Synalux texts a reminder the day before a scheduled visit to patients who agreed to receive text reminders when they created their patient portal account.