Linking client billing type and appointment type
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Sally OBrien
Hi Team, It would be an invaluable tool that if a client "group" eg. DVA/WorkCover etc is selected in the client details/referrer's section, that this translates to the appointment type when that client is later booked in for an appointment.
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Lachlan Cox
Hi there Sally,
Thanks very much for you feedback.
Would you mind clarifying that the intention is to have a relationship created between client groups and appointment types?
If so, is it possible that a 'Default Appointment Type' defined in the details/referrer's section for a client would suffice?
And any more information about the use case for this would be greatly appreciated.
Kind regards,
coreplus Product Team