Understanding the Appointment Form and Fields

Appointment Form
The Appointment Form allows you to track all appointments held with your clients; dates, times, location, and attendees. This information is used to populat...
Wed, 1 Feb, 2017 at 6:24 PM
Infertility Follow-Up
 On the Appointment Form you have the option to check whether the Follow-up is an Infertility Follow-up or not. This allows for tracking on the Census Repor...
Wed, 1 Feb, 2017 at 6:25 PM
New Chart Given
On the Appointment Form you have the option to track when new charts are given at Follow-ups.  To track when a new chart is given simply check the New Chart...
Wed, 1 Feb, 2017 at 5:01 AM
Appointment Types
The Appointment Form allows you to track the Appointment types. They include: Intro (indiv.) Intro (Group) F-up (1 thru 8) Long-term Follow-ups Char...
Wed, 1 Feb, 2017 at 6:24 PM
Attendees
On the Appointment Form it is important to correctly note who attended your Intro Sessions and Follow-ups since this information is used to populate the Cen...
Wed, 1 Feb, 2017 at 5:09 AM