In the beginning, we didn't know you needed to mark appointments on the scheduler as "done". Now, a year later, we have tons of accounts with left-over / annoying old data that really shouldn't be there. Not a major issue, but we like to keep it clean. Two questions:
1) Is there a way to massively mark all appointments done to catch us up?
2) By our practice, we track tickets, not appointments (at the end of the day for follow-up that is). I wonder sometimes if the extra chore of marking an appointment as "done" is really useful. Is there a way to disable this? Or have them auto-complete after a certain amount of time? Maybe we're not using this right. What do you suggest?
Thanks.
1) Is there a way to massively mark all appointments done to catch us up?
2) By our practice, we track tickets, not appointments (at the end of the day for follow-up that is). I wonder sometimes if the extra chore of marking an appointment as "done" is really useful. Is there a way to disable this? Or have them auto-complete after a certain amount of time? Maybe we're not using this right. What do you suggest?
Thanks.
Comment