by Lauren Malone | Apr 15, 2019 | Appointments
support@pattrac.info This lesson describes how to add a new appointment for a client. Open the Client Record 1. Open the Client record 2. On the Appointments tab, click the ‘New icon’ to add a new appointment. Create the Appointment 1. Select the...
by Lauren Malone | Mar 12, 2019 | Appointments
support@pattrac.info This lesson describes how to create reoccuring appointments for clients. Create a new Reoccuring Appointment record 1. In the left Navigation panel, click Reoccuring Appointments to open the Reoccuring Appointments tab. 2. Click the New icon to...
by Lauren Malone | Mar 12, 2019 | Appointments
support@pattrac.info This lesson describes how to complete “pre” or “post” appointment verifications. Verifications can be completed on multiple appointments or on an individual appointment. Verify the Appointments This option describes how to...
by Lauren Malone | Mar 12, 2019 | Appointments, Physicians
support@pattrac.info This lesson describes how to add and maintain the Provider list in TranTrac. Add a New Provider 1. In the left Navigation panel, click on Providers to open the Provider tab. 2. Click the New icon to add a new provider. Edit a Provider record 1....
by Lauren Malone | Mar 11, 2019 | Appointments
support@pattrac.info This lesson describes how to update the Trip Status in an appointment. Update Multiple Trips This option allows for updating multiple trips, for multiple clients in the Trips List View 1. Open Trips in the left Navigation panel. 2. Use the Filter...
