Anyone with TheraNest access can add client appointments There are multiple approaches to creating a client appointment. See all below.

From the Agenda

  1. Locate and click the green icon of a calendar with a plus sign.
  2. TheraNest will navigate the user to the calendar and open the calendar window. In the client field search for your client by first or last name. 
  3. If a Service Type did not auto-populate upon choosing a client then select the desired service type from the drop down.  
  4. Select the Staff Member if it's different from yourself.
  5.  Select Location & Room (if applicable).
  6. Select the date and choose the time. If you're not seeing the minute increment you wish to see then click here to learn how to set your time scale units. 
  7. Click Save in the bottom left corner. 


 From Client List

  1. In the white global navigation bar find the client search field. 
  2. Search for your client by first, last name, or client ID number.
  3. From the client list click Schedule to the right of the clients name.
  4. TheraNest will navigate the user to the calendar and open the calendar window with the client's name populated.
  5. If a Service Type did not auto-populate upon choosing a client then select the desired service type from the drop down.  
  6. Select the Staff Member if it's different from yourself.
  7.  Select Location & Room (if applicable).
  8. Select the date and choose the time. If you're not seeing the minute increment you wish to see then click here to learn how to set your time scale units. 
  9. Click Save in the bottom left corner. 

 
 From the Calendar

  1. In the blue primary navigation bar click on the Calendar option
  2. Locate and click the green icon of a calendar with a plus sign
  3. The appointment window will open where you can search for your client by first or last name. 
  4. If a Service Type did not auto-populate upon choosing a client then select the desired service type from the drop down.  
  5. Select the Staff Member if it's different from yourself.
  6.  Select Location & Room (if applicable).
  7. Select the date and choose the time. If you're not seeing the minute increment you wish to see then click here to learn how to set your time scale units. 
  8. Click Save in the bottom left corner. 

Related Articles:

Click here to create a non-client appointment or event such as vacation.
Click here to create a recurring appointment.
Click here to create a Telehealth Session

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