{% set embedded = embedded|default(False) %} {% set appointment_form_action = appointment_form_action|default('') %}
{% if embedded %}
Appointments scheduled here are linked to this case automatically.
{% else %} Back to Appointments {% endif %}

{% if appointment %}Edit Appointment{% else %}Schedule New Appointment{% endif %} {% if embedded and case_data %} for Case #{{ case_data['file_case_id'] }} {% endif %}

{{ reference_number or 'Reference number will be auto-generated...' }}

Case Information

Selected Case

{% if case_data %}

Case #{{ case_data['file_case_id'] }}

Claimant: {{ case_data['claimant_first_name'] }} {{ case_data['claimant_last_name'] }}

{% if case_data['client_company_name'] %}

Client: {{ case_data['client_company_name'] }}

{% endif %} {% elif appointment %}

Case #{{ appointment['file_case_id'] }}

Claimant: {{ appointment['claimant_first_name'] }} {{ appointment['claimant_last_name'] }}

{% if appointment['client_company_name'] %}

Client: {{ appointment['client_company_name'] }}

{% endif %} {% endif %}

Search by typing the case number or claimant's name

Date & Time

Provider & Location

Email will be sent when you click Schedule.

Assessment Details

Select a form template to auto-populate with appointment data

Select a case, then upload files even before saving the appointment.

Allowed: PDF, DOC, DOCX, TXT, JPG, PNG. Max 50MB.

Status & Important Dates

PIL Instructions & LOI

Report Tracking

Confirmation Tracking

Retainer & ATP Tracking

Additional Notes

{% if not embedded %} Cancel {% endif %}
{% if appointment %} {% else %} {% endif %}