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Questions are setup in sets that can be used across many surveys
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Special Type : Appointment (Qualification ) > before an appointment
eg - services where the customer must confirm they are not pregnant
Special Type : Appointment (Assessments) > during or after an appointment
May be a number of questions
Note - some question sets may have been answered in a previous session and allowed not to be repeated.
Venues - Admin - General - Venues
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The Venue is of type Clinic and rooms that support Therapy are of type Therapy.
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A venue has a number of Areas (Rooms)
The areas have types (Therapy room or Reception)
Room Certificates
Some require a certificate and may have notes
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Certificates can be linked to Therapists, Services and Rooms. When linked to a room then it indicates that any service that requires that certificate can be done in that room. Generally this link is only used if the room is a dedicated room.
Can Rent Flag
If the Therapy Room is ticked as “Can Rent” then it will appear as one of the rentable spaces in the Renters section.
To add an Area (Room) - click on + beside Areas
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Enter Name and select Type and enter Notes and select Certificate if applicable and click on Save Area
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To Edit an Area (Room) - double click on an Area
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It will populate on RHS where you can edit the information
Alter Name , select Type of room , alter the notes , select another certificate (or none) and click on Save Area
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Room Rents
Rooms can only be rented by ABN holders. The rent is entered as an exGST value as below
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Certificates - Admin - Community - Certificate and SOP Definitions
If a service can only be offered by qualified Therapists
Define the certificate
Linked to People
Type Therapy
Implies Therapist
Then the certificate is
linked to the Therapists that can perform the services
Linked to the services
The Service will also have “Person / Therapist is required” ticked on
Note that the certificate level for a Therapist only needs a level if the service pricing varies by level
Apprentice (Tag A)
Junior ( Tag J)
Senior (Tag S)
Master (Tag M)
Price lists are then used to define the prices for the different levels
Define a price list for each level (including the relevant tag and tick Services)
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Then the price can be set for this price list on any service
The wizard will then indicate there is a range of prices available
the price will replace the RRP in the wizard for a Therapist who has the required certificate for service at that level
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If a service can only be offered in particular rooms
Define the certificate
Linked to Services
Type Therapy
Implies (not required)
The certificate is then
linked to the room
linked to services that can be done in that room
Note the service will have “Room Location is required” ticked on
The booking wizard will only offer availability of these services and will require a certified room be available
Master List of Certificates
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To add a Certificate - click on Certificate and SOP Definitions
Note that internal SOP’s (Standard Operating Procedures) training results can also be tracked here
From Properties - enter Name , Applies to (People or Services) , Category (Therapy or Admin) , Implies and Save
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Edit a Certificate - click on Certificate and SOP Definitions
Double click on a cerificate in the list and alter Name , Applies to: , Category and Implies
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Category “Therapist” is required for all Therapy related certificates
Implies “Therapist” is required if the certificate applies to “People” and is to be used to limit who can offer particular services.
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Certifiers can be added if certificates are provided by external organisations and you want to track where each person was trained.
Certificates linked to people
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Some Services will require a room and a person/therapistCertificates can also apply to Services
The service may require a room
The service may imply a certificate
Therapy Guest Role
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Add Therapy Guest Rold to Debtor Relation
Credit Card Processing Secure Feature
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Add "Credit Card Processing" secure feature to "Therapy Guest" role:Customers who login can enter credit card details and make payments.
In order to enable this the role they are using needs to have “Credit Card Processing” added.
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Rosters
Rosters are for Roles in Rooms
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