To assign an appointment through score sheet assignments:
- Navigate to the Select Patients magnifying glass for the Patient Selector
- Select a patient and then click on the patient’s initials on the left-hand side of the screen
- Select Goal Plans
- In the Goal Plan screen, select the needed Score Sheet
- Click Assign at the top of the screen. The “Assign” pop-up will display.
6. In the “Assign” pop-up, click the Appointment Type drop-down and select the appointment type
- Select Appointment and then click the + in the upper right-hand corner to display the “Search Appointments” filter, which filters by:
- Date range (From and To)
- Assigned Employee
7. Click Select and then Add. The Score Sheet is now assigned to the appointments and will appear in the appointment list for Scout users.
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