Viewing Schedules via the CTA Menu

Expected Outcomes:

After completing this article, you should be able to view and navigate your own schedule, other providers' schedules, and client schedules using the CTA menu.

Purpose/Short Description:

This article will guide you through using the "Schedule" tab in the CTA to view and interact with provider and client calendars.

Tags:

CTA, Counseling, Provider Portal, Clinician, Scheduling, Schedule

Audience:

Counseling Team

1. Viewing Your Own Schedule

1. Navigate to the Schedule Tab:

   • In the CTA, click on the calendar icon labelled "Schedule" in the left-hand navigation menu. This takes you to the schedule section.

     

2. Access Your Provider Schedule:

   • Be sure you are on the "Provider Schedules" tab to view your own schedule

2. Viewing Other Provider Schedules

1. Go to Provider Live View:

   • Click on the "Provider Live View" tab to see other providers' schedules.

     

2. View Appointment Details:

   • Click on any appointment block to see its details.

     

3. Viewing Client Schedules

1. Go to Client Live View:

   • Click on the "Client Live View" tab.

     

2. Filter Client Schedules:

   • You can filter the schedules of clients by Providers, Time Zone, and Last completed Appointment.

1. View a Client's Full Schedule:

   • Click on a client's name from the list to go to their individual profile page.

     

   • Click the "Schedule" tab on their profile page to view their full schedule.