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Procentive Knowledge Hub

Configure Appointments Module Info Panel

Overview

The white info panel on the right side of the Appointments Module can display pieces of information related to a scheduled client. It can also provide links to other parts of Procentive, so that you may record a payment, add a service line, or chart on a client all from within Appointments. The info panel settings are set up on a per user basis.

blank info panel in the appointments module

Add Links in the Info Panel

  1. Go to the Appointments Module.
  2. Click on configure underneath the mini-calendar on the right side of the appointments calendar.
    • This will open up the Configure Options window. 

      configure
       
  3. Click the Options Tab
    • You will see a list of links to choose from.  All will display in your Appointments Info Panel.  

We recommend the bolded options for therapists/practitioners.

  1. Click the checkboxes you want in your Info Panel.
  2. Click Done.

View Links in the Info Panel

Click once on a scheduled appointment.

The links will now appear in the info panel. 

info panel