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Automatic Appointment Reminders are sent as follows:
Eastern Standard Time (EST) 11 am
Central Standard Time (CST) 10 am
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1) If you DO NOT want to charge, then change the Status on the Calendar from Scheduled to No Show/Cancelled by Client or Cancelled by Counselor and leave the Service the same.
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The items you will want to set:
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- Letters A, P, N, I, and B can be Yellow, Red or Green. The letter N is sometimes Blue.
- Red means that nothing has been done yet; Yellow means the task has been started but not completed; Blue is... |
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1) Calendar: Click on the pencil for the appointment, make the change and click Change.
2) Attendance: Unmark attendance or make sure the attendance box (under Billing Units) isn't checked. If it is c... |
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Are you listed under the registration page as the counselor?
To check this please go to the Individual tab, View clients tab, Click on the client name, Click on the Counselor box and make sure your na... |
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If you notice that your reminders have not gone out please submit a support ticket.
We may already know and are working on them. But, we appreciate you notifying us in case we don't.
If you don't see... |
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Did you know that you can change the color of each Clinician in therasoft for the calendar view?
Check it out under the setup tab, counselor tab, click on the counselor name and then you will see a bo... |
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There is a checkbox on your counselor page that causes this message.
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Go to Setup and then Counselor/Staff
Find your name and go to the right to click the Add/Edit button under the Appt Email
At the top of the screen you have the option to select the template you want t... |
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