Introduction
Service Events are like appointments. It helps us keep track of all patient contact.
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To Book a New Service Event:
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Click Book New
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Enter or Select the Start Date
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Select your Event Site
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Select the Specific Day of the Week
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Enter the Start Time
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Enter the Duration of the visit
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Example: 30m, 1h, 1h30m
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Remove the auto-populated Description.
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Enter one of the Four Descriptions listed below
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New (For In person New patients)
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Follow-up (For In Person, Established patients)
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New Call (For New Telephone Call, New Patient Telephone Session)
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Follow-up Call (For Follow-up Calls, Established Telephone Session patients)
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Select the appropriate Event Type
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Click Book
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The Event Status refers to the status of each Service Event (appointment) in Penelope.
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Click Attendance
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ONLY use the following Event Status Types:
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Booked Indicates a Service Event (appointment) has been scheduled with a client/patient, but it has not yet been resolved. Note: All Service Event default to “Booked”.
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Show Indicates that the client/patient attended the Service Event as scheduled.
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Cancelled Indicates that the client/patient or Worker canceled the Service Event (appointment).
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No Show Indicates that the client/patient did not show up for the Service Event (appointment).
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Re-Scheduled Indicates that the client/patient or Worker rescheduled the appointment.
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Select the Event Status
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Click Save
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Service Units are used to track the services provided during the visit.
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While viewing the Service Event:
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Click Cart
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Select the appropriate Service
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If more than one worker is required for the service:
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Increase the Value
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Click Add
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Repeat this Step to include additional service units.
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