ICANotes+ enables you to schedule and manage client appointments efficiently. You can create one-time or recurring appointments, update appointment details, change appointment statuses, and delete appointments as needed.

This article explains how to schedule an individual appointment for a client, including both single and recurring appointments.

Add an Individual Appointment

To schedule an individual appointment:

1. Select Calendar from the left sidebar.

2. Either, click on the desired time slot on the calendar or click the Add Appointment button.
   
   
   

3. The Add Appointment screen appears.
   
   
   

4. When adding or editing an appointment, complete the following fields:

   • Client: Select the client for whom you want to schedule the appointment.

   • Clinician: Select the clinician who will conduct the session.

   • Appointment Type: Choose the appropriate appointment type. The selected type determines the default duration of the session.

   • Contact Type: Select how the session will be conducted. Available options include In-Person, Phone Call, and Telehealth.

   • Location (Site): Select the practice location where the appointment will take place.

   • Appointment Date and Time: Choose the scheduled date and start time for the appointment.

   • Client Time Zone: Select the client’s time zone if it differs from the clinician’s. The system automatically calculates the time difference and schedules the appointment in the correct time slot on the clinician’s calendar.

   • Duration: Review the appointment duration, which is automatically set based on the selected appointment type. Modify it if necessary.

   • Appointment Notes: Enter any additional notes related to the appointment, if applicable.

5. Click Save Appointment.