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PRO - Day-to-Day Guide for Admins

Recall Admin? No problem.

Updated over a week ago

For day-to-day Administrators

  1. Patient Data is uploaded (drag and drop the 2 Practice Toolkit report files from EMIS).

  2. Review the monthly overview

    1. Filter to list to those not yet booked and start inviting to book. Once the month is fully booked you're done!

    2. Confirm with your team when you want to start inviting future months to book.

  3. If booking patients - ensure the appointment requirements are copied into the appointment notes/description.

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