Cobooked Patient Appointments

The following topic describes how to book one patient with two different staff members for the same visit.

Cobooking Patient Appointments

It is generally recommended to schedule one patient with one staff member and use the Cosign feature to route documentation from an assistant to a supervising therapist for review and cosignature. Cobooking should only be used in fairly rare instances when the patient is simultaneously being cotreated by two staff.

To cobook an appointment, select the additional staff for the appointment from the Additional Staff list.

The Additional Staff list will only show other staff members scheduled to be in the clinic for that day.

This is an example of the appearance of a cobooked appointment on the schedule. If the appointment is moved, the cobooked appointment will move as well.

Click here to move×