Overview This article explains how to schedule single and recurring events in Ambiki using the Schedule feature. You’ll learn how to create one-time sessions, set up recurring events, select event types and modes, and manage scheduling details such as duration, location, and teletherapy access. Events are created from the Schedule calendar or from the Teletherapy Front Desk.
What can I do in the Schedule?
The Schedule includes:
View your calendar in monthly, weekly, or daily formats
Hide weekends for a clearer view of active workdays
Create single or recurring events
Set custom event titles
Select event modes (In-person, Teletherapy, Out of Office, Other)
Start teletherapy sessions directly from the schedule
Edit, reschedule, cancel, or delete events
Drag & drop feature
Glossary
Modes of Events
In-person - The therapist and patient meet physically in the same location.
Teletherapy - Services are delivered remotely.
Out of Office - Therapist is unavailable (PTO, vacation, training, etc.).
Other - Used for custom activities.
Event Types
Evaluation – Initial assessment
Re-evaluation – Follow-up assessment
Therapy – Ongoing intervention
IEP Meeting – Educational planning meeting
Observation – Therapist observes client
Discharge – Final session
PTO / Vacation / Sick – Time off
Meeting – Administrative meeting
How do I create a single event?
Step 1: Open the Schedule From the left navigation menu, click Schedule.
Open the Schedule
Step 2: Click New Event In the top-right corner of the Schedule page, click New Event or click on any date & time on your calendar.
Click New Event
Step 3: Enter event details & Save
Enter the event details:
Choose the event mode
Select the event type
Add a title (optional)
Select the event date
Select the start time
Enter the event duration
Select the location (optional)
Select the patient
Select "Does not repeat"under Recurring
Enter event details
Step 4: Click Save Click Save at the bottom right to create the event
Click Save
Your event will now appear on the schedule calendar.
How do I create a recurring event?
Step 1: Open the Schedule Click Schedule in the left navigation.
Open the Schedule
Step 2: Click New Event Click New Event in the top-right corner or click on any date & time on your calendar.
Click New Event
Step 3: Enter event details Enter the event details:
Choose the event mode
Select the event type
Add a title (optional)
Select the event date
Select the start time
Enter the event duration
Select the location (optional)
Select the patient
Select "Custom"under Recurring
Enter event details
Step 4: Select recurrence options & Save
Choose:
Daily or weekly recurrence
Days of the week
Whether the event repeats indefinitely
An end date or number of occurrence
Select recurrence options & Save
Step 5 Click Save Click Save at the bottom right to create the recurring event.
Click Save Click Save at the b
All scheduled occurrences will now appear on your calendar.
How do I create an event from the Teletherapy Front Desk
Step 1: Click Teletherapy From the left navigation, click Teletherapy.
Click Teletherapy
Step 2: Click Create teletherapy session Click Create teletherapy session in the top-right
Create teletherapy session
Step 3: Enter event details & Save Enter the event details:
Choose the event mode
Select the event type
Add a title (optional)
Select the event date
Select the start time
Enter the event duration
Select the location (optional)
Select the patient
Enter event details & Save
Q&A
Q: Can I edit or cancel a recurring event?
A: Yes. You can edit a single occurrence or the entire recurring series.
Q: I am getting this message when I try to create an event.
message
A: You will need to upgrade your subscription to either a professional plan, limited plan or a basic plan with the teletherapy add-on. This FAQ explains how to add or upgrade subscription plans, add-ons, and seats. How Do I Manage My Subscription Plans, Add-Ons, and User Seats?
Kim Luster
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