Consultation Client info into Census

After client session

Update billing
Scheduling with
Check therapist Calendar for availability. QuickBooks
Therapist must provide calendar to Fitness Appointment schedule Reminders
Rehab to integrate with Zoho calendar.
Note there are multiple Fitness Rehab
 Initial appointment If favorable
Reminders get sent to Schedule
locations thank them for
Therapist(s) office manager. follow-up
their feedback.
Owners emails. appointment
 Hour before appointment
reminders sent to therapist
Follow-up email
Client Questionnaire Responses via email along with client
automatically sent
Spreadsheet information. Appointment If client has
to client regarding
time client name injury etc. question or had
 Time & date session
 negative feedback
 Appointment date send email to Chris
Appointment-
 Name
Assessment or continued Reminder sent to
 Email (primary & care. Must be labeled
secretary at arrival time
secondary)
 Cellular number
 D.O.B
 Facebook, Instagram and
New Client Existing Client Physical therapist
twitter
should receive email
 Who referred or how did If a client did not fill out and Trainerize data must be notification regarding
you hear about us submit admissions docs have reviewed to see if client client’s Trainerize
 Insurance information them fill admission forms did their assignments login to see if client
 Previous injuries and did assignment
history of pain
 Area of pain Reminder sent to secretary 15 mins after If client does not show. Call
 Expectation of resolution client scheduled to come in. Notification will client and automatic email
 Previous care providers be sent into Zoho Tasks to confirm or deny should be sent out for
that have treated you. appointment arrival. notification.