Allow me to run a report that will show information similar to the detailed attendance report, but will include client appointments and non-client appointments.
Guest
over 4 years ago
in Reporting
1
Future consideration
BCC additional emails when sending appointment reminders
If a client has multiple email addresses on file, don't display all email addresses in the "To" field in the emailed appointment reminder. Sometimes we see children of divorced parents who have contentious relationships.
Offer one-on-one training when setting up TheraNest or onboarding new staff so they can learn the correct way to document, file claims, etc. Some people learn better with direct instruction rather than by watching videos or reading articles.