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New Communications

When creating a new appointment, if communication is selected as the appointment type, the communications window will open. Communications are to document communications or collateral contacts with or regarding a client.





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In the communications window, complete the following:

Type of Communication: Select the type of communication from the drop-down list.

Start Time: Select the start time of the communication from the dropdown list.

End Time: The end time of the appointment is automatically calculated, based on preferences set in the Appointments Type window. Select from the drop-down list to edit the end time.

Units: Adjust the units if necessary.

Billable: Indicate if the communication is billable. If so, the billing rate for the selected client will be entered.

Re Client: Select from list of current clients.

With: Select the type of contact.

Contact Name: All contacts associated with the client of the type selected above are listed. Right click and choose “Edit” to update the client’s contact list.

Topic: Enter the topic of the conversation/communication.

Notes: Add any additional notes regarding the communication.

Follow-up: If follow-up is necessary, describe it.

Printing Documentation

You can print documentation of any communication directly from the communications window.
To print a summary of all communications regarding a client, click “Review Communications” in the client record window.



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