By default, and always on month view, the calendar will be color coded by the rendering provider of the session. However, when you are in day view, week view, or in availability view, you can color code the session tiles by a variety of coloring schemes. You can also create your own custom colors.
Changing your colors
On the left of the calendar, whether you are in month, day, week or availability view, you will see the current coloring scheme as a list. As an example, we will assume that your current color scheme is by rendering provider. If it is being colored by rendering provider, then you will see a list of your rendering providers on the left hand side of the calendar. Each rendering provider will have a colored box associated with it. The color of the box is the corresponding color for that rendering provider. If you click on the colored box, a color pattern form will open up. Within that color form dialog, click on the color that you would like that provider to be colored by.
Therabill remembers your colors
Therabill remembers your color choices. Therefore, you can create your color scheme one time and Therabill will remember those colors for you. IMPORTANT: Therabill remembers the color schemes for each username. Therefore, each of your providers / office staff can create their own personal colorings.
Changing what your calendar is colored by
By default (and always in month view), your calendar is being colored by rendering provider. However, Therabill offers several color schemes that you can choose from at your will. To change what your calendar is being colored by, at the top left hand corner (when in day view, week view, or availability view), change the drop down menu labeled Color By to the color scheme that you would like to view. Available choices at the time of this writing are as follows.
This is the rendering provider of the session.
Provider Prof Abbr
When adding a rendering provider in Therabill, you can create your own profession abbreviations. If you are assigning profession abbreviations to your therapists (rendering providers) then you can choose to color code by the profession abbreviation. This is very customizable, depending on what you are using the profession abbreviation for. For example, if you are using the profession abbreviation to indicate a profession type (i.e. SLP, PT, OT), then coloring by profession abbreviation would allow you to color code by profession.
The billing status allows you to set colors based on whether the session is unconfirmed, confirmed, open to insurance, closed to insurance, or has a zero balance.
The documentation status allows you to set colors based on whether the session is confirmed, has documentation started, or is finalized.
This will allow you to set different colors for all of the service codes / cpt codes.
If you are using session classes in Therabill, this will allow you to color code your calendar by your session classes. NOTE: Sessions that are assigned to a session class that is of type Cancelled/No Show will always show grey in your calendar (when viewing cancelled sessions in your calendar).
Client Plan Type
This will color code the tiles on the calendar by the plan type that you have entered for the primary insurance card for the client associated wit the session. The plan type is set on the add / edit insurance card form for the patient.
This will color code the tiles by the client identifier that you have set for the patient.
This will color code the calendar by two types: recurring and non-recurring. Recurring sessions are those sessions that are a member of a recurrence (you set the session up as recurring when you added the session).
Assigned Tile Color
The add/edit session form has a color box on it. You can use that tile color box to create your own color for that session. You can then color by the assigned tile color to color your calendar by those tile colors. This gives you the ability to create your own coloring scheme.
What about cancelled sessions?
If you are using session classes in Therabill to cancel your sessions, then sessions that you assigned to a 'cancelled type' session class will always show up as grey in your calendar (as long as you are viewing cancelled sessions).