Scheduling a Session

If your organization is not using a Zipper integration to automatically send scheduling information to Twyll, you will need to manually schedule a session prior to collecting data or generating a session note.

To schedule a session:

1. Navigate to the client profile for the client that you'd like to schedule a session for.

2. Select “Schedule Session”

3. You will be brought to a page which will allow you to configure the session and associated session metadata. At minimum, the session type, date and time, and place of service need to be selected.

You can optionally associate a staff member, provide a procedure code and service description, or add a prep note which will display in the session index and prior to starting a session.

Note: Can't schedule a session? Check Why can't I schedule a session?