This tracking screen was created for customers who want to have the ability to report on and track a variety of details regarding each appointment. The screen is self-explanatory. some of the fields may be filled in when the appointment is created, for example, who call or was a third-party schedule. Other fields can be completed after the appointment is finished. Information entered on the screen is automatically transferred to both the summary and detailed reports. You can enter as much or little information on the screen as desired.
Information may be added to the tracking screen at any time. None of the fields are mandatory, but feels maybe color coded to encourage your staff to make sure that all desired fields are not left empty.