Configuration and Setup

Articles

Appointment Types
Explanation of the concept of Appointment Types in CareRight and how to access them.
Calendar Session Types
How to review and configure session types.
Creating an Unavailable Session Type
Explanation of the concept of the Unavailable Session Type in CareRight.
Calendar Sessions
Explanation of the concept of Calendar Sessions in CareRight and how to create a new calendar session for a provider.
Cloning Sessions
How to clone a session for future usage (e.g., cloning a week of sessions).
Create Sessions for a Provider
Explanation of the concept of a Calendar Session and how to add calendar sessions for a provider.
Defining Calendar Session Types
How to set up calendar session types.
Deleting or Making a Session Inactive
How to delete a session, how to make a session inactive and when either step is appropriate.
Editing Calendar Sessions
Note on required permissions to extend a provider's session length from the Appointment interface.
Initial Setup for Unavailable Session Type
How to create an unavailable session type.
Restricting Appointment Types Allowed in a Session
How to restrict which Appointment Types can be booked into each Session Type.
Set the Default Appointment Type
How to set the default Appointment Type for a calendar Session Type.
Set Up Appointment Statuses
How to create additional appointment statuses (i.e., apart from those already included in the CareRight system).
Create a new appointment type
How to create an Appointment Type.