Related Articles
Module 4: Intake Scheduled Milestones
SUMMARY KEYWORDS survey, client, intake, session, therapist, task, jessica simpson, coordinator, care, july, journey, practice, automation, ehr, fill, showed, complete, question, track, attendance Summary Tracking paperwork and intake session ...
Module 4: Intake Paperwork Milestones
SUMMARY KEYWORDS paperwork, task, journey, complete, reminder, practice, email template, scheduled, client, customize, column, coordinator, intake, milestone, session, biller, update, call, days, move Summary Standardizing process for missing ...
Module 4: Intake Complete & Post Intake Scheduled Milestones
SUMMARY KEYWORDS intake, session, client, complete, scheduled, therapist, post, coordinator, notifications, document, survey, move, bookmark, care, receive, enter, ehr, date, user, showed Summary Marking tasks as done in client care system. 0:00 ...
Module 5: Converting Prospects to Clients
SUMMARY KEYWORDS intake, client, session, journey, survey, task, prospect, michael douglas, pathway, post, scheduled, coordinator, care, protocol, therapist, milestones, current, moved, complete, automation Summary Converting prospects to clients in ...
Module 2: How to set up the best view to sort on the Forms Tab
How to edit the columns in All Forms or Surveys View? Go to CRM > Forms tab or Go to Surveys > Participations tab. In the top-right corner of the screen, click on the 3 vertical dots (more options) which will allow you to customize the fields ...