No.6 - General Workflow - Consultation Manager Training Video

Introduction

This tutorial provides a comprehensive overview of the general workflow for using your Consultation Manager account. By following these steps, you will be equipped to navigate the platform effectively and utilize its features to enhance your consultation management process.

Step 1: Setting Up Your Account

• Create an Account: If you are new to Consultation Manager, start by signing up on the platform.
• Verify Your Email: After registration, check your email for a verification link to activate your account.
• Complete Your Profile: Log in and fill in your profile details, including your contact information and professional qualifications.

Step 2: Understanding the Dashboard

• Explore the Dashboard: Familiarize yourself with the main dashboard interface. Key features include:
  • Upcoming appointments
  • Notifications
  • Quick access to client information
• Customize Your View: Adjust the layout and widgets to prioritize the information most important to you.

Step 3: Managing Appointments

• Scheduling Appointments:
  • Click on the "Schedule" button.
  • Select the date and time for the appointment.
  • Fill in the client's details and any additional notes.
• Viewing Appointments: Use the calendar view to see all scheduled appointments at a glance.
• Rescheduling or Cancelling: Click on an appointment to edit or cancel it as needed.

Step 4: Client Management

• Adding New Clients:
  • Navigate to the "Clients" section.
  • Click on "Add New Client" and fill in the required information.
• Viewing Client Profiles: Access existing client profiles to review their history, notes, and previous appointments.
• Communicating with Clients: Use the built-in messaging feature to send updates or reminders directly to clients.

Step 5: Using Reports and Analytics

• Generating Reports:
  • Go to the "Reports" section in the dashboard.
  • Select the type of report you want to generate (e.g., appointment history, client demographics).
• Analyzing Data: Utilize reports to gain insights into your practice, identify trends, and make informed decisions.

Step 6: Seeking Support

• Accessing Self-Help Articles: If you encounter issues, refer to the self-help articles available in the Help section.
• Contacting Support: For additional help, reach out to the support team via email at support@consultationmanager.com or visit the support website at http://vnsupport.consultationmanager.com.au/support/home.

Conclusion

By following these steps, you will be able to effectively manage your Consultation Manager account and streamline your workflow. Remember to explore all features available to maximize your efficiency. For any questions or further guidance, don’t hesitate to consult the self-help resources or contact support.