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Appointment Fields

Appointment specific details.


Fields

Status Status of the appointment. Rename Statuses in Agency => Settings

Active
  • Customer Billed: Yes
  • Interpreter Billed: Yes
  • Interpreter: Shown
  • Interpreter Google Calendar: Visible

Cancelled
  • Customer Billed: No
  • Interpreter Billed: No
  • Interpreter: Can Be Shown
  • Interpreter Google Calendar: Hidden

On Hold
  • Customer Billed: No
  • Interpreter Billed: No
  • Interpreter: Not shown
  • Interpreter Google Calendar: Hidden

Complete
  • Customer Billed: Yes
  • Interpreter Billed: Yes
  • Interpreter: Shown
  • Interpreter Google Calendar: Hidden

No-Show - Client
  • Customer Billed: Yes
  • Interpreter Billed: Yes
  • Interpreter: Shown
  • Interpreter Google Calendar: Hidden

No-Show - Interpreter
  • Customer Billed: No
  • Interpreter Billed: No
  • Interpreter: Shown
  • Interpreter Google Calendar: Hidden

Double Booked
  • Customer Billed: Yes
  • Interpreter Billed: Yes
  • Interpreter: Shown
  • Interpreter Google Calendar: Hidden

Disputed Charge
  • Customer Billed: No
  • Interpreter Billed: No
  • Interpreter: Shown
  • Interpreter Google Calendar: Hidden

Same Day Cancellation
  • Customer Billed: Yes
  • Interpreter Billed: Yes
  • Interpreter: Can Be Shown
  • Interpreter Google Calendar: Hidden

Locked
  • Customer Billed: Yes
  • Interpreter Billed: Yes
  • Interpreter: Shown
  • Interpreter Google Calendar: Hidden

Interpreter Unavailable
  • Customer Billed: No
  • Interpreter Billed: No
  • Interpreter: Shown
  • Interpreter Google Calendar: Hidden
Category Create categories in Agency => Settings.
Interpreter Gender No Pref - Male or female interpreters may attend the appointment (No preference).

Male - Male interpreter only.

Female - Female interpreter only.
Interpreter Interpreter appointed to the appointment. Blank when unappointed.
Automatic Calculation Calculates the agency & interpreter fees based on billing bundles. Disable this to adjust or enter amounts unique to this appointment.
Date Date of the appointment.
Start Time of the appointment Start.
Duration Estimated length of the appointment.
Actual Duration This duration is used for billing. This can be switched for an actual start/end time entry fields.
Travel Distance Allows entry of travel distance, can be shown/hidden in Settings => Billing Settings => Billing Settings.
Travel Time Allows entry of travel time, can be shown/hidden in Settings => Billing Settings => Billing Settings.
Language Client/Patients spoken language.
Client Name Client/Patient/Consumer name.
Client Reference Can be renamed. This is to give your clients a field they can use for a reference number.
Interpreter Call Patient An optional check box to mark a pre-appointment call to the client/patient by the interpreter. The interpreter can uncheck this box to notify the agency the call was placed. Activate/Deactivate this in settings.
Customer First drop down shown shows active customers. If customer has more then one location another drop down (location) is made visible to choose appointment location. The system will either show customer default address, or location address and notes depending on the details for that customer.
Location Shown if the customer has multiple locations, once selected the address field is shown.
Address Physical address of the location. Connected to Google Maps to pin point location and give users the options for directions to the location. Please note it is just a google search for the address so if entered wrong or not enough information is provided it may show a bad result.
Agency Verified A checkbox that can be used when the agency has verified all the billing information entered.
Requester Verified A checkbox that can be used when the requester has verified all the billing information entered.

Agency

Appointments

Day Grid

Provides sortable and filterable details for a given day with a small calendar provided to switch between dates.

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Week

Displays appointments in a list format by week. Columns are filterable and sortable.

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Month

Monthly Calendar showing daily volumes, quantities unappointed, and quick links to some appointments.

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Day Visual

Displays appointments in a visual view by interpreter. See time marked off and clickable appointment bubbles.

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Billing Period

Displays appointments in a list format by billing period. Columns are filterable and sortable.

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Search

Search for appointments.

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Appointment Fields

Appointment specific details.

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Unassigned

See a list of future appointments that are not appointed to an interpreter.

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Offer

Easily offer appointments to interpreters by email.

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Future

See a list of all future appointments.

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Timeline

A timeline of appointments ordered vertically by when they occur.

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Distributing Appointments

There are three major ways of distributing appointments to interpreters.

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