1. Log-in to: https://hms.teletask.com/, your email address is your username.
   
   
2. Click on Scheduler   in the top menu bar.
   
   
3. Select your clinic or office in the top left-hand corner.
   
   
   
   
4. In the Search bar type the Name of the client that you are scheduling for the appointment.
   Note: You can also search by Patient/Client ID, Family ID, Phone number and Date of Birth. 
   
   
   
   
5. Click on the Name of your client to select them.
   
   
   
   
6. The Patient Summary page will appear.
   
   
   
   
7. Select New Appointment if scheduling for a single client, or Family if scheduling for multiple family members.
   Note: If using Family, skip down to the Family section.  If Family is not an option, the user is not part of a Family or the Family Appointments feature is not enabled.
   
   
   

8. When you select New Appointment, it will open up the Appointment Details section; on the right-hand side of the calendar.
   
   
1. Use the drop-down menu to select the Appointment Type.
   
   
   
   
2. The Duration of the appointment will be automatically calculated for you based on the Appointment Type.
   
   
   
   
3. On the small Calendar click on the Date for the appointment.  You can use the arrows  to navigate forward or backwards between the months.
   
   
   
   
4. Switch to day or week view.
   
   
   
   
5. Click on a Time Slot for the Resource that will accommodate the appointment Duration.
   This will automatically update the Time/date and Resource fields on the right.
   
   Note: In addition to Steps II. through V. you can also select the Time/Date from the drop-down menu. Scheduling using the drop-down menu will not allow you to view open time slots on any given day.
   
   
1. 
   
   
6. Optional:  Enter any Notes about the appointment.
   
   
   
   
7. When you have finished making your selections, choose Save, towards the top of the screen.
   
   
   
   
8. The appointment will now show as scheduled on the calendar.
   
   
   
   

10. When you select Family, it will open up Book Family Appointment screen.
    
    
1. Check the boxes next to the family members who will be needing appointments.
   Note: Check the box at the top, to select all members of the family.
   
   
   
   
   
2. Use the drop-down menus to select the Appointment Type.
   
   
   
   
3. The Duration of the appointments will be automatically calculated.
   
   
   
   
4. Select how the appointment will be scheduled and with what resources. 
   
   
   
   
1. Same resources, different times, allows you to stack the appointments in the scheduler utilizing a single Resource.
   
   
   
   
2. Same resource, same time, this allows you to create an appointment for the longest appointment but include the other appointments within the same appointment time frame for a single Resource.
   
   
   
   
3. Across resources, allows you to schedule an individual appointment for each of your Resources.
   Note: If you do not have enough Resources for the number of appointments, you will receive an error message.
   
   
   
   
5. When you have finished making your selections, choose New Appointment.
   
   
   
   
6. This will open up the Appointment Details section; on the right-hand side of the calendar.
   
   
   
   
7. On the small Calendar click on the Date for the appointment.  You can use the arrows  to navigate forward or backwards between the months.
   
   
   
   
8. Switch to day or week view.
   
   
   
   
9. Click on a Time Slot for the Resource(s) that will accommodate the appointment Duration.
   This will automatically update the Time/date and Resource fields on the right.
   
   
   
   
10. When you have finished making your selection, choose Save; towards the top of the screen.
    
    
    
    
11. The appointments will now appear in the chosen Time Slot.
    
    
1. Same resources, different times
   
   
   
2. Same resource, same time
   
   
   
3. Across resources