Ask Scheduling or Billing
"Ask Scheduling" or "Ask Billing" are options within client portal that easily allows messaging directly to designated staff within your practice.
Pro Tip: Your practice can use this feature to route questions to the right support staff member!
- Have a dedicated staff department for scheduling?
- Have a biller or two on hand to address those questions?
In this Article:
Set Up
Required role: Account Owner, Manager, Biller or Scheduler
To edit your own settings:
- From any screen click your name (top right):
- From the popup, underneath your name and practice click
- You'll then see your profile:
Are you an Account Owner or Manager?
You'll also notice an additional ribbon near the top, allowing you to quickly switch between other staff member profiles. Click the dropdown shown here:
- Scroll and find the General Settings section
- Click edit (top right):
- Change Handles scheduling and/or billing inquires for the practice from no to yes
- Then click (bottom right)
🎉 Congratulations! You've now enabled this setting and will receive messages for scheduling or billing questions.
info Things to be aware of:
- If your practice has more than 1 staff member enabled to handle scheduling or billing questions, they will all be included in a group message
- Clients can optionally remove any additional staff they do not wish to include in the message with the x beside their name
- If a client sends a message to multiple staff members, both staff and clients can reply to it
From the Client View
Once enabled, those staff members will then get sent a message whenever a client uses the ask scheduling/billing feature.
Steps:
- Once signed in, clients would go to the right menu under the section Have a Question?
- Pick the applicable option (scheduler, biller, or therapist)
- We then load a message with all relevant staff automatically added
Example:
- Compose the message and click when finished
movie Video:
Related Article: secure messaging