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Billing Period

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



The billing period view feature gives you a list of all the appointments for for your a given billing period. This feature is ideal for smaller agencies doing a few appointments per day.

Click Add Appointment to start creating a new appointment with the currently open day pre-entered in the new appointment form.

Use the search feature on the top right of the list of appointments to only display rows that contain what you are looking for. Great for finding all jobs for one particular interpreter or searching for a client/patient name.

Click a columns name to organize the listed appointments by that column.

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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