Tuesday, July 29, 2008

Suggestions regarding recording appointments

In regards to the appointment module, might I suggest that when a family walks-in to the office for an at-need arrangement that an appointment be queued up in the appointment section of the notes page. I fact all appointments, scheduled or not, should be recorded in the appointment module. This way the schedule on the main page will indicate that a presentation was given and the results obtained. The recording of all appointments and presentations will greatly increase data integrity.

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