Navigate: Complete Appointment Summaries

How to complete appointment summaries in Navigate:

1. Ensure you are under your “Staff Home” page. Click the “Appointments Tab.”
2. If you sent your Personal Availability Link or started a campaign, you will be able to see your Upcoming appointments and Recent Appointments under this tab. Scroll past “Upcoming Appointments.”
3. Appointment Summaries you have completed will show as Green. To enter an Appointment Summary, click the box next to the students name and the choose the “Actions” drop down menu.
4. Click “Add Appointment Summary”
5. The left side of the Appointment Report will be filled out according to your availability and the students’ choices.
6. Complete the Radio Buttons and input your Notes.
7. Save the Report.