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.
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.
Select the best option for services.
Click Schedule.
The client information will be auto-filled.
Select a State of Jurisdiction and attach any documents necessary.
Select Submit.
A note in CASEpeer will be created with appointment details.