Catalyst Integration: Match Catalyst Notes to AccuPoint Appointment

  Permissions: You must have Organization Administration Permissions.

Staff members assigned to a client can see Catalyst Notes for that staff member/client combination. Users with Organization Admin permissions can see all Notes.

Catalyst Notes pull into AccuPoint unmatched. You will need to manually match the Catalyst Note with the appropriate AccuPoint Appointment. If you matched a Catalyst Note to the incorrect AccuPoint Appointment you can edit that match and re-match it with the appropriate Appointment.

Alternatively, you can actually create an AccuPoint Appointment FROM the Catalyst Note that was pulled in. This will create a new Appointment in AccuPoint and a linked Progress Note will be created from the Catalyst Note.

Jump to Section [Match] [Edit Matches] [Create Appointments to Match with Note]

Match Catalyst Note to AccuPoint Appointment 

1. Click Catalyst Notes tab in primary navigation bar.
2. Click Appointment Options and select Match AccuPoint Appointment.
   
   
   
3. In Match Appointment window, filter Appointments for that Client/Staff combination that occurred on that same day.
4. Click on appropriate Appointment to link.

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Edit or Manage Match

Once a Note is matched to an Appointment you can edit that match and re-match it with the correct Appointment.

1. Click Edit for appropriate matched Catalyst Note.
2. In Edit Match window, select the correct Appointment to match it to.

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Create AccuPoint Appointments from Catalyst Integration

Create a new Appointment in AccuPoint that will automatically link with the Catalyst Note.

IMPORTANT: You will need to enter the Service Type and other relevant information on the Edit Appointment Screen.

1. Click Catalyst Notes tab in primary navigation bar.
2. Click Appointment Options and select Match AccuPoint Appointment.
3. Click Yes, Continue to confirm.
4. Add appropriate Appointment details and click Save.
   

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