Setup
The basic setup of the Appointment module includes the following parameters:

• types of sessions or treatments, by employee, together with weight coefficients for productivity and bonus calculations
• types of insurance with detail of coverage
• types of visit such as first, follow-up, etc., for pricing structure
• user-defined colors for display of each employee’s appointment lists

Data Input

• Personal information
• Contacts and addresses, as well as referral
• Accounting and insurance setup in order to automate the billing process
• Approval of the Insurance Company
• Direct links to payments history, attendance history, sales records, etc.

Processing

• Scheduling employees’ timetables based on calendar, working days, working hours, time slots according to treatments performed

• Easy appointment making thanks to total overview of the time slots available, for any future date, with search by employee or by hour preferred
• Input of attendance and automatic invoicing with links to credit and insurance checks
• Processing of payments received based on attendance

Data Retrieval

A full set of formatted reports is available in the Report Generation menu, including:

• Statistics per employee, such as productivity reports
• Statistics per patient, such as number of visit/treatments, punctuality report, etc.
• Daily activity reports