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Schedule Treatment with MoveDocs
Updated over 6 months ago

How to schedule or request an appointment for a client with the MoveDocs integration.

  • Navigate to the Medical Treatment Tab of the case.

  • Select Schedule New Treatment.

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  • You will be redirected to the MoveDocs platform, the case name will show in the upper right-hand corner.

  • Select a service and location.

  • Click Search Providers.

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  • Select the best option for services.

  • Click Schedule.

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  • The client information will be auto-filled.

  • Select a State of Jurisdiction and attach any documents necessary.

  • Select Submit.

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  • A note in CASEpeer will be created with appointment details.

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