Prosperworks Task Pane

Copy the “Name” (text to the right of the ‘Done’ marker) into the “Related To” field. This will group ALL related Tasks together as a “Lead”.If the ONLY Tag is “New VM”/”New Email”/”New Call” then Assume No Action has been taken. Remove those Tags and Apply the...

Prosperworks Terminology

TASK – The individual item that requires action. When possible, change the Task Name to the actual First and Last Name of the ClientAssign a “LEAD” to the Task’s “Related To” field so that all associated Tasks are grouped together.Example: You have two...

Month-End Stuff

Acuity Referrals ReportingRefer to the “Referrals Report” sheet hereReconcile the Number of Appointments Here (Which is Scheduled Appointments MINUS Cancellations MINUS No-Shows), with the number of Appointments reported by the Other Therapists.LISTENING TO AND...