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Status Future consideration
Categories Appointments
Created by Guest
Created on Jul 13, 2018

Prevent inactive or specified clients to schedule appointments

Practice managers need a way to better prevent staff from scheduling appointments for inactive, written off or designated/specific clients when it is the practice's policy to not see a particular client segment. While an alert appears to user for written off accounts, often alerts are clicked through with little acknowledgement, and currently CS allows scheduling of written off and inactive clients (which do not provide any alert at this time).

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