We have six office staff with full admin permissions and 27 therapists. Office Staff currently handle all initial new client intake via phone and verify insurance before confirming new client appointments.
We would like to allow new clients to request an appointment online, then have our office staff confirm their insurance and then have office staff send a message to the client confirming the appointment. We do not want our therapists involved in confirming new client appointments.
However, when an appointment has been requested via a New Appointment Link, the Unconfirmed Appointment only shows in the therapist's account but not for office staff. Online scheduling for new clients in Theranest is impossible without office staff being able to see new Unconfirmed Appointments.
>>>Is there a setting that I’m missing? We need all office staff to be able to see all Unconfirmed Appointment requests.
>>>Does anyone have any alternative recommendations for online scheduling platforms outside of Theranest (preferably one that can link to Theranest)?
