Although Therabill has a powerful drag and drop scheduling system that you can access by clicking Schedule in the top navigation bar of Therabill, sometimes, you just want to quickly view your schedule as a list. The Quick View (also known as List View) is a view of your scheduled sessions that is available from any screen (you do not need to navigate way from the current screen you are working on). The Quick View does not have the drag and drop capabilities nor the time grid interface of the normal calendar, but can get you what you want quickly (and from any page in Therabill).
How to Open the Schedule Quick View / List View
The quick view schedule can be opened from multiple places. However, in general, it can be opened from anywhere using the top navigation bar. Here are the various places where you can open up the Quick View / List View schedule.
Open Quick View from the top navigation bar
In the top navigation bar of Therabill, put your mouse over Schedule. In the drop down menu, click on Quick View (see image below, circled in red).
Open Quick View from your Dashboard
You can open up the Quick View schedule from your dashboard (the first page you see when you log in to Therabill). On the left of your dashboard, directly above the small calendar (see image to the below), you will see a link labled Quick View. This is next to the full screen calendar link. Click the Quick View link (see image below, circled in red) to open up the Quick View / List View of your schedule.
Open Quick View from your Schedule
You can open Quick View schedule from your calendar page. Put your mouse over Schedule in the top green navigation bar of Therabill and then choose Calendar in the drop down menu. You will now be at your calendar. At the top right of your calendar page, you will see a List View icon (see image below, circled in red). Click the list view icon to open up list view.
The Quick View / List View Screen
Once you open up the Quick View / List View screen using one of the methods described above, you will then see a screen similar to the image shown to the right. The Quick View / List View screen will show you scheduled sessions on a given date as a list (as opposed to a drag and drop tile based time grid like your normal calendar in Therabill.
The Session List
On the right hand side of the screen, a list of scheduled sessions will be shown for the current day you are viewing. For each session or event, it will show the start time and scheduled end time of the session with the patients full name, the providers last name, the session class (if the session is assigned to a session class) and the service code (if multiple service codes are assigned to the session then it will be listed as MULTI). In addition, various action icons are available for each session allowing you to confirm the session, add the session to a bucket, enter an alarm on the session, enter payment on the session, enter a simple note on the session, edit the session, or delete the session (for information on how to cancel sessions using session classes, please see: Cancel Session in Therabill).
Each session or event in the list will also be color coded by a colored bar on the left as well as a colored border. This color code corresponds to the current coloring scheme you are using (see color coding below).
Changing days in Quick View
The quick view screen shows you a list of scheduled sessions on a given day. You can change the date you are viewing by clicking on a date within the calendar at the top left of the Quick View screen or by using the left or right arrows in the date header bar directly above the list of sessions.
You can filter the list of sessions on the current day by client name and/or provider name. This will narrow down the sessions being shown on the current day you are viewing to only show sessions corresponding to your client and/or provider search terms. For more advanced searching of your sessions, do not use Quick View. For more advanced searching, use the search sessions page in Therabill available by putting your mouse over Schedule in the top navigation bar of Therabill and then clicking on Search Sessions in the drop down menu.
You can also choose to show or hide cancelled sessions using the checkbox to the right of the filters form. NOTE: Changing the show cancelled sessions option here will also change the default selection of that field on your main calendar as well as the list of sessions on your dashboard.
On the left hand side of the screen (under the month calendar), you will see a drop down labeled "Color By". You can choose a coloring option from that drop down menu. At the time of this writing, the available coloring options correspond to the coloring options available to you in the day view, week view, and availability view of your calendar in Therabill. If you already set up a coloring scheme in your calendar, the quick view screen will use that same coloring scheme.
Once you have chosen a coloring scheme, a list of options will be shown beneath the color by drop down. This list will change based on what you have selected as your color by option. For example, if you are coloring by provider, then it will show a list of your providers. Each item in the list will have a colored box associated with it. The color of the box corresponds to the color of the item in the schedule list. You can change the color for one of the items in the list by clicking on the colored box associated with that item. NOTE: Changing the color scheme here will also change the color scheme in the calendar.
Color schemes are log in specific: If you have multiple people logging in to your account using user accounts or provider portals, changing the color scheme here will not change the color scheme when they log in. Each log in can create their own color scheme to meet their own needs.
Adding a Session or Event
At the far top right of the Quick View screen, there are two links for either adding a session or adding an event. For information on the difference between a session and an event, please see: What is the difference between a session and event in Therabill.