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Auto Reminder times for appointments

Automatic Appointment Reminders are sent as follows: Eastern Standard Time (EST) 11 am Central Standard Time (CST) 10 am

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No Show/Cancelled Appts - How to mark them

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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Setting your appointment parameters on the Calendar

The items you will want to set:

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What do the colors on the Calendar mean?

- 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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Changing appointment details - 2 ways

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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Unable to mark attendance or start a progress note from the calendar

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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Automatic Reminders not being sent

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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Colors for the background of the calendar for each provider

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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"You're not authorized to add to this calendar" message

There is a checkbox on your counselor page that causes this message.  

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How to modify the default message for automatic appointment reminders

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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How do I show an inactive counselor on my calendar?

Follow these steps.   1. Go to the calendar 2. Click on settings 3. Mark the dropdown as true under the show inactive user with active users. 4. Click save 5. Go back to the calendar 6. Then make sure...

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Send appointment reminders to more than one email or phone number

How can I send email and text reminders to two separate people for the same session?You can enter multiple emails at the bottom of the registration page, just separate them with a comma. The system on...

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Client email - Please log in to pay for your session through your client portal.

'Send email for payment reminder' will automatically send the client an email that says "Please log in to pay for your session through your client portal"  You can control this feature by going to the...

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