Getting Started - Welcome and Background Information
Policies and Procedures
Logging in to your Accounts
Intranet
General reception and administration tasks
ClickSend
Acuity
Appointment Filling
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Clinician Weekly Scheduling Preferences Form and Spreadsheet
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Cancelled and Rescheduled Appointments
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Placeholder Appointments
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Filling Existing Priority Clients (6:45)
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Filling Existing Clients (3:35)
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Filling New Clients (8:00)
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Offering Extra Services Type Appts from Retool (3:15)
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Confirmation of Booking or Failure
New Client Booking Administration
New Clients BUPA and Problem-Solving Booking Administration
New Clients Relationship Counselling Booking Administration
Other Actionable Email Alerts
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New Client Attended
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Clinician Change
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Discharged Client Moved to Current
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Discharged Client Not Responded to No MHCP (1:22)
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Invalid Phone Number
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Stuck in Intake Status
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Discharged client after cancelling first appointment (0:58)
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Discharged Client who has not responded to 6 SMS (5:25)
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Client Reached 20 Session Limit and Gap Fee Applies (0:37)
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Gap Fee Exemption - Health Care Card Holders
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Removed Self from Waitlist
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Client Returning to Therapy
Other Non-Actionable Email Alerts
Communicating from Halaxy
