How to Use the Care Finder to Schedule Appointments

Expected Outcomes:

After completing this article, you should be able to use the Care Finder to find provider availability, select an appointment type, and book a new appointment with a client.

Purpose/Short Description:

This article guides counseling team members on how to use the Care Finder to efficiently locate provider availability and schedule client appointments, streamlining the booking process.

Tags:

CTA, Counseling, Clinician, Scheduling, Care Finder, Provider Portal

Audience:

Counseling Team

1. Accessing the Care Finder

1. Navigate to Care Finder:

   • In the CTA, hover over the Schedule (calendar) icon in the left-hand navigation menu.

   • Select "Care Finder" from the menu that appears.

     

2. Finding a Provider and Their Availability

1. Search for a Client:

   • Use the search bar to find your client by name, phone, SSN, or date of birth.

     

2. View Client Information:

   • Click on the client's name to view their details, including habits and insurance information.

     

3. Filter by Availability:

   • Use the filters on the screen to narrow down providers by state and/or habits.

   • Select an appointment type to find providers who are available for that specific type of meeting.

     

3. Scheduling the Appointment

1. Select a Time Slot:

   • The Care Finder will display available time slots for providers based on your filters.

   • Click on a provider's available time slot to begin scheduling.

     

2. Confirm and Save:

   • Add the client to the appointment card.

   • Click "Confirm and Save Appointment" to schedule the meeting.