Adding a Recurring/Repeating Session

A recurring session is a session that occurs following a pattern. For example, every Monday, or the first Friday of every month. 

Adding a Recurring Session

When creating a recurring session, the date of service entered should correspond to the first date in the recurrence series. For example, to schedule a recurring session every Friday beginning on 5/6/2024, enter 5/6/2024 as the date of service on the session form. This date will serve as the starting point for the recurrence.

On the right of the add session form is the Current Recurrence section. At first, the recurrence link will be set to No recurrence entered (see image above, red arrow). To make the session that you are adding a recurring session, click the link labeled No recurrence entered.  This will open up the recurring session form.

The Recurrence Form

End recurrence on indicates the end date for the recurring session. This date must be after the date of service of the current session you are adding to create a recurrence. Enter the patient's discharge date if known. If not, an estimated date can be added. Additional sessions can be added later, or the end of the recurrence can be modified or removed as needed.

Pattern Type allows you to choose from different recurring pattern types. Choose a recurring pattern type by clicking the radio button for the pattern type. The pattern type selected will determine what is displayed.

• None: This removes the recurrence. There will be no recurrence set up if you choose this option. 
• Daily: This option includes options such as every day or every weekday.  If choosing the daily option, an extra parameter can be set to indicate every day or every 2 days.
• Weekly: Set up the recurrence on a certain day of each week (for example, every Monday). This option includes a parameter to set the weekly pattern from every 1 week to every 2 weeks (biweekly). You can also select multiple days of the week by clicking on multiple days (for example, click on M, W, and F to set the recurrence to every Monday, Wednesday, and Friday).
• Monthly: This option includes recurrences such as the 3rd of every month (set by Day 3 of every 1 month) or an option to set the recurrence on (for example) the second Wednesday of every month.

Once you are done entering the recurrence parameters, click Save Recurrence at the bottom of the recurrence form. You will now be back on the add session form. The link that was originally labeled No recurrence entered will change to display the recurring pattern that you have set up.  If you need to change it before you save the session, click the recurrence link to open back up the recurrence form.

Saving the recurrence

Click the save button at the bottom of the add session form. This will save and enter a session on every date in your calendar following the recurring pattern that you set up. Each session in the recurrence will be entered with all of the information entered on the add session form (for example, start and end time, service codes, charge amounts).

Once I have added a session, can I change it to a recurring session?

It is not possible to change a session that you have already entered into a recurring session. If you have already added a session and you want to change it to a recurrence, you would need to either 1.) delete the session and re-enter it or 2.) start the recurrence by adding a session on the next date that you would occur in the recurring session.

Once I have added a recurring session, can I change the recurring pattern type?

Once you have added a recurring session, you cannot change the recurring pattern type (for example, if you added a recurrence on every Monday, you cannot edit the recurrence to every Tuesday). You would need to delete the tail end of the recurring session on the date that you want to make the change in the recurrence and then add a new recurrence starting on that date.

Additional Information

• Video: How to delete a recurring session in Therabill
• Article: Editing a recurring session in Therabill