Manage Appointments

Open a visit

Open Schedule and select an appointment. Its status determines whether you can start a session, return to an ongoing one, or open its Service Record.

For an appointment assigned to you, select Start Session while it is happening or within the hour before it starts. The session links to the appointment. Use Go to Session to return to an ongoing session.

Starting a session directly from a client’s profile also creates a matching appointment.

Document a visit afterward

For a therapy visit without a live TallyFlex session, open its Service Record and choose Record observation in Data Collection. You can enter observations collected outside TallyFlex or use data already recorded. Follow Document a past appointment.

Only mark a visit Completed if it took place. Past supervision or assessment appointments without a session can show Needs outcome until you record what happened.

Change or remove an appointment

Open the appointment and use Edit, Cancel, or Delete when available. For a recurring appointment, check whether the change applies to this visit or future visits in the series.

For completed appointments with linked data, follow Delete or Clear a Service Record to understand what will be removed. Use Records to review a client’s appointment history.