After a session is complete, you must mark attendance for the session. With this information, you can keep track of a client's session activity, but it also is the first step in creating an invoice for payment.
There are five attendance types in Zencare Practice Management:
- Attended - this means the client attended the session.
- Canceled - if a client canceled a session within the range of your cancellation policy, use this status to record the cancellation but not bill for it.
- Late Canceled - if a client cancels at the last minute, it may require additional charges or otherwise be recorded. This will generate an invoice.
- No Show - for the unfortunate situation where a client does not cancel and does not attend a session.
- Non-Billable - these sessions are attended, but for some reason are not counted towards an invoice or balance.
There are three ways to mark attendance:
- From the Calendar:
- Open the Session Overview Window.
- Click on the appropriate attendance icon.
- That's it
2. From the Client Account:
- Head to Sessions & Notes. Press the checkbox next to the session you are marking attendance for, opening the green edit bar:
- Click Mark Attendance and choose the appropriate attendance icon
3. From the Workflow:
- Head to the Workflow > Attendance.
- Press the checkbox next to the session you are marking attendance for, opening the green edit bar:
- Click Mark Attendance and choose the appropriate attendance icon.
When recording attendance from the Client Account or the Workflow, you can record attendance for up to 3 sessions at a time - simply by holding the Shift key when pressing the checkbox next to the Sessions you are marking as attended. When you select Mark Attendance, the attendance status you choose will apply to all the Sessions you have selected. Please note that you can only using multi-select for attendance on computers at this time.