How to use Appointment Types
What is an Appointment Type in JotPsych?
An Appointment Type in JotPsych represents the type of session you're doing as a clinician -- such as an intake, follow-up, med management + therapy, etc.
When you select an Appointment Type during scheduling, JotPsych automatically applies your preferred settings for that type of session. This includes:
Default note template (e.g., Intake template for intake sessions)
Session duration (e.g., 30 min for a follow-up)
Any scheduled reminders (e.g., send a text reminder 1 day before intakes)
Any forms or questionnaires to send ahead of time
Appointment types help streamline your workflow by making scheduling, communication, and documentation faster and more consistent. You just have to set things up once and JotPsych will remember your default preferences for future sessions of the same appointment type.
How to modify default settings for Appointment Types:
Navigate to the Schedule tab within JotPsych
Click on the New appointment button
Select a Patient
Note: your Patient must have a phone number and date of birth stored in his / her patient profile in order for you to modify settings related to scheduling reminders and forms
You can add the patient information directly in this screen by clicking update patient info in the Forms and Reminders boxes
Select the Appointment Type you want to modify (e.g., Intake)
Change any of the following default settings based on your preferences:
Duration: e.g., adjusting to 45 min vs. 1 hour
Telehealth vs. in-person session
Reminders: selecting when and how many reminders to send for a given appointment type (e.g., always send a reminder 1 day in advance for intakes)
Forms: scheduling which and when to send forms and questionnaires for a given appointment type (e.g., always send intake form for intakes)
Save these updates as your default settings for a given appointment type by clicking Update [APPOINTMENT TYPE] in the blue notification box at the bottom of the window
Now each time you create an an appointment with this Appointment Type, your preferences for sending forms and reminders will be populated by default
How to create a NEW Appointment Type:
If you have an Appointment Type that does not match one of the options listed, or if you want to attach a different default template, use the following steps.
Follow the same initial steps as above -- go to the Schedule tab, click New Appointment, select Patient with the necessary patient details
Click the dropdown under Select Appointment Type and click Add New Appointment Type
Enter the default settings for your new Appointment Type:
Name (e.g., E/M + Add-on Psychotherapy)
Default template -- this is the note template that will be used as default each time you use this Appointment TYpe
Default duration
Telehealth vs. non-telehealth
Default forms and questionnaires
Default reminders
Select the Appointment Type you want to modify (e.g., Intake)
Change any of the following default settings based on your preferences:
Duration: e.g., adjusting to 45 min vs. 1 hour
Reminders: selecting when and how many reminders to send for a given appointment type (e.g., always send a reminder 1 day in advance for intakes)
Forms: scheduling which and when to send forms and questionnaires for a given appointment type (e.g., always send intake form for intakes)
Click Create Appointment Type
This Appointment Type should now be available the next time you create a new appointment
