Agency Settings

Specialized Categories

Use special categories for key features like video conferencing or billing third parties.

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Custom Fields

Customize your appointment form.

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Regions

Regions allow Agencies to apportion appointments to interpreters by geographic regions.

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Isolate Requesters

Isolate requesters to particular locations.

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Badges

Badges are given to interpreters for certifications, immunizations and training to ensure the right interpreter is selected for the job.

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Appointment Documents

Attach documents to appointments for vouchers, translations or any other needs.

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Splash Pages

Splash Pages are designed to inform interpreters and requesters important information on login.

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Notifications

Set email/SMS notifications available within the system.

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Hide When Available

Hide fields from interpreters when the appointment is unclaimed and available.

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Enable QuickBooks Online

Enabling QBO is the first step for sycing appointments with QuickBooks Online.

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Interpreter: Minimum Time

Uses the interpreters minimum time instead of the customers minimum time.

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Agency Verification

Require use of agency verified before the appointment appears on invoices.

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Bonus to Travel Time

Travel is split between the beginning and end of the appointment and bonuses are included if applicable when switch is on.

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User Email

Email address you use for login and notifications.

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Interpreter: Gender

Interpreter gender for appointments where a gender is prefered.

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User Name

Displayed name for a user within the scheduling system.

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Homepage

Select a page to load first after you log into the scheduling system.

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Cell Phone

Enter your number and carrier to receive text messages instead of emails.

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Cell Carrier

Enter your number and carrier to receive text messages instead of emails.

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Language

Set the default language of new appointments you create.

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Agency Mailing Address

Agency mailing address shown in website footer.

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Agency Footer Message

Agency motto or quotation shown on footer.

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Agency Cell Phone

Enter cell phone and carrier to have message replies go to a cell phone.

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Agency Email

Agency email for notifications and email responses.

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Agency Phone Number

Agency phone number shown in website footer.

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Agency Title

Agency company name shown at the top of the website and on all page titles.

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Return Limit

Set a limit in hours before an appointment an interpreter can return the assignment.

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Returns Work

Allow interpreters to return assignments in the scheduling system.

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Claims Work

Allow interpreters to claim available appointments.

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Client Calls

Mark appointments that require the agency to contact the consumer/patient before the appointment.

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Enable Categories

Categorize appointments.

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Interpreter: Creates Appts

Allow interpreters to create appointments, great for follow-ups.

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Enable Regions

Enable regions to divvy out appointments to interpreters based on geographic regions.

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New Assigned to Self

If you allow interpreters to create appointments decide if those interpreters should automatically be assigned to the appointment.

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Enable Badges

Enable badges to further qualify appointments based on the credentials of your interpreters.

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Show All Languages

Show all languages or only languages interpreters speak.

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Default Category

Set a default category for all new appointments.

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Digital Signatures

Allow staff to sign off on the appointment using a tablet or smart phone.

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Attach Documents

Attach documents to an appointment for later retrieval.

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Default Language

Set a default language for all new appointments.

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Collect Actual Start/End

Instead of collecting an appointment duration enter the actual arrival/departure time.

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Maximum Duration

Set maximum appointment duration for error checking.

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Active Appts In The Past

Set how many days in the past an agency user can create active appointments.

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Requester: Select Interp

Allow the requester to select an interpreter when initially creating an appointment.

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Requester: Message Interp

Allow a requester to text message an interpreter.

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Customer Contact

Enter appointment contact information for your customer.

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Client Reference

Allows your customers to enter a reference number for the consumer.

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New Appts Active

Have requesters create appointments that are immediately claimable by interpreters or allow the agency to review the appointments first.

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Status

Appointment status is used to determine who should see the appointments and how the appointment should be billed.

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