How much each helper may do on its own. Ask = you approve first Β· Act+tell = does it, then tells you Β· Auto = just does it. Money and anything clinical always stop for a person.
Massage and chiro, next 7 days. Tap a time to see who to call. just opened = a cancellation.
Last 12 hours.
Calls Penny answered and calls she placed. Pick the days, filter, open what was said, or download the list.
Calls from these numbers are refused before Penny answers. Add a number, or unblock one that was blocked by mistake.
Patient-owed balances. Call, or send the secure pay link.
Loading the TheraBill checkβ¦
| Client | Patient portion | TheraBill check | Last bill sent |
|---|
Last seen 60β120 days ago and nothing booked. Also see Clients to be Called.
She plans it from the lists on this page and follows your Front Desk dial.
Or ask: βHow many are confirmed tomorrow?β Β· βWhat did I miss?β Β· βAny open slots Thursday?β