Schedule Treatment with MoveDocs

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.