The Agenda is the place to begin to manage client appointments and, by working in the agenda, tie the appointment to service types, staff, notes and invoices. This ensures that all the information is connected when submitting claims to insurance. Topics in this webinar included:
- Overview
- Setting Availability and Preferences
- Best Practice Workflow
- Creating Appointments
- Appointment Reminders
TheraNest Agenda & Calendar - Feature Guide
Click this link to download a pdf version of this Feature Guide.