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Confirmation, Unscheduled, ASAP Lists Webinar

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Appointment Lists II - Confirmation, Unscheduled, ASAP Lists
35 minutes + Q & A
Using the Appointment Lists, users will learn the best methods for tracking appointments. This webinar will cover the Confirmation List, Breaking Apointments, the Unscheduled List, and the ASAP List.

  • Setup (5 mins)
    • Confirmation messages
    • Confirmation and unscheduled status
    • Email and integrated texting
    • Preferred confirm method
  • Confirmation List (15 mins)
    • Filtering the list
    • Sending confirmation messages
    • Setting confirmation status
  • Unscheduled List (10 mins)
    • Breaking appointments
    • Sending to Unscheduled List
    • Managing the list
    • Scheduling appointments
  • ASAP List (5 mins)
    • Adding appointments to the ASAP List
    • Managing the ASAP List
    • Rescheduling appointments from the ASAP List
  • Questions and Answers (as time permits)

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