Tracking Recurring Appointments
Answered

How are you tracking patients that have a recurring/repeat appointment set up? We are running into the problem of clients dropping off the schedule and then having their regular time already booked up because we missed that their recurring appointment had expired. We are a practice of 8 therapists, and I would estimate that about half of our clients are set up with recurring appointments.

1 comment

  • 0
    Comment actions Permalink
    Avatar
    Gillian

    Hi Sarah, one way that many of our customers track the remaining appointments for clients with repeating appointments set up is on their Overview page. At the top, you'll see how many appointments the client has left in the series. 

    Hi Sarah, one way that many of our customers track the remaining appointments for clients with repeating appointments set up is on their Overview page. At the top, you'll see how many appointments the client has left in the series.