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Create record for completed appointments in central spreadsheet

Create record for completed appointments in central spreadsheet

Unlogged completed appointments leave billing and operations without visit context, delaying reconciliation. Log appointment details into a shared worksheet so records are ready for invoicing same day.

Create record for completed appointments in central spreadsheet

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Overview

If completed visits aren’t logged, billing and operations lack the visit context needed for timely invoicing and reporting. This flow captures completed appointment details into a shared worksheet automatically so records are ready for reconciliation and same-day reporting.

Create record for completed appointments in central spreadsheet