Keep therapist bookings linked to client records accurately

Physical therapists booking sessions miss intake fields and timezones, risking billing mistakes and handoffs. Bookings create linked call records so therapists have intake-ready profiles.

Overview

Solo physical therapists risk billing mistakes and disrupted patient handoffs when appointments live only in calendars. This workflow ties every booking to a call record and updates client profiles with timezone and session details, ensuring intake-ready records. That reduces administrative friction so therapists can focus on patient care.

Notable Features

Create linked call records from bookings
Update client profiles with member timezones
Notify admin of new scheduled calls