The Difference Between a Segment and an Event

When scheduling an appointment in the  Scheduling module, you are creating a new event. An Event is the actual appointment within a possible course of events, such as recurring appointments. A Segment is the billing entry within the event. For example, a 0364T and 0365T in an appointment would have two segments (two codes that …

Insights Dashboards Permissions

The following permissions are available to provide users access to the  Insights module. These permissions can be enabled/disabled via the  Permissions module. Access Basic access to the  Insights module Settings > Manage Use Insights settings, allowing individual report assigning Once an organization subscribes to the  Insights module business intelligence dashboards, a user with permission to view the  Insights module …

Staff Capacity Dashboard

The Staff Capacity dashboard tracks hours scheduled, versus hours available by each employee to maintain staff retention rates and improve your clinical and scheduling performance. The information contained in this dashboard comes from the information in the Billing module. This dashboard displays: Time worked KPIs: a breakdown of individual sums for billable and non-billable hours …