Scheduling & Therapy Planning
A complete guide to building and managing the therapy schedule. Learn how to plan minutes, use therapy templates, schedule sessions, manage group/concurrent treatments, communicate with your team, and adjust therapist availability.
8 articles
How to Plan Minutes in Therapy PlanningThis article explains how to plan therapy minutes for PT, OT, and SLP using Therapy Planning. Planned minutes define expected therapy during an active certification period and drive what appears…
Using Therapy TemplatesThis article explains how to create, manage, and apply Therapy Templates to quickly plan therapy minutes during an active certification period.
Guide to the Daily Therapist SchedulingCheck out this guide to explore the redesigned Daily Therapist Scheduling Tool and see how it simplifies scheduling and supports your team.
How to Use the "Add a Note" Feature in SchedulingDirectors of Rehabilitation (DORs) can easily add notes directly in the scheduling system. These notes will appear on both the therapist’s dashboard and the printed schedule to keep everyone informed.
Split Minutes Feature: How It WorksThe Split Minutes feature allows two therapists of the same discipline to each be assigned a session with the same patient on the same day.
DOR Scheduling & Planning Overview: What Lives WhereThis article explains how scheduling and planning are organized and where DORs should go to complete specific tasks. Understanding what lives in each area helps you plan minutes accurately, manage…
Therapist Availability: How It Works and How to Manage ItThis guide explains how therapist availability is configured and how it affects who can be scheduled in the Daily Therapist Scheduling tool. Availability determines which therapists appear as scheduling options…
Future Admissions in Therapist SchedulingThis article explains how to use Future Admissions to schedule evaluation tasks for patients who have not yet been admitted and do not yet appear in the system.