Enjoy this webinar, where we discuss the following topics. Look in the comments for tags to jump to different sections of the webinar. See the list below the image.
Alternatively, you can also click the image to view the webinar video.
Ashley Jane Reina at 0:26 Welcome to the Webinar (ignore the first 26 seconds)
Ashley Jane Reina at 4:03
Ashley Jane Reina at 7:24
Ashley Jane Reina at 9:43
Ashley Jane Reina at 24:38 Question about the default tree
Ashley Jane Reina at 25:57 new feature - planning mode and its function
Ashley Jane Reina at 28:36 New look to scheduler client events - direct and indirect
Ashley Jane Reina at 30:18 new feature - homework box
Ashley Jane Reina at 32:28 Notes - sharing to the client portal, notes or homework box
Ashley Jane Reina at 34:14 Default password for all documentation sent via email with a password from therabyte
Ashley Jane Reina at 35:39 Email templates
Ashley Jane Reina at 40:03 Activity logs
Ashley Jane Reina at 42:14 Waitlist feature and online intake workflow
Ashley Jane Reina at 50:12 Questions - where do you put in the email for the email reminders
Ashley Jane Reina at 51:48 SMS notifications
Ashley Jane Reina at 53:53 Multiple practitioners on a note and cosigning
Ashley Jane Reina at 56:37 Invoicing - workflow (nuances between services, funders and invoices)
email hack for entering the same email address for different roles -
Services - help desk article - anatomy of service.
Question - popping out the help desk articles into a new window
Sharing receipts of invoices (invoice marked as paid)
Wrapping up - Q and A, more webinar's to come.