Creating a New Event

Creating a New Event

To create a new event from the New Events screen:

1.

Navigate to the New Events screen.

(Main Menu > Scheduling > New Events.

2.

Select the client.

3.

Select the staff member.

4.

Select the Frequency of the event.

Note: Frequency is a required field and must be selected.

5.

Add any comments or additional information to event.

6.

Select the date(s) the event occurs on.

If the visit is Recurring or By Weekday, there are two date boxes which allow you to define the start and end dates of the event.

Note: The options in the Service and Type drop-down lists are Agency defined. The list of available Services changes depending on the client or staff member selected.

7.

Enter the event time or bill and pay information.

8.

Select the event code.

9.

Click Add.

The Event is created and viewable in the Results.

10.

Review the schedule for any conflicts or incorrect information.

11.

Click Commit to finalize the event.