Custom Tags for Appointments in Reporting
C
Christine Kaminska
When exporting appointments for billing purposes, there's no way to see if it has already been exported for billing. For example: You can pull a report for appointments completed from 2/1 - 2/7, but if there are sessions notes are not yet completed, we would not want to export for billing. The next time we export for billing, there's currently no way to know which appointments were "left behind". We would like to create custom tags for appointments (i.e. exported, billed, hold, etc.)