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Learn about all the features of track session to manage them and invoices in an organized manner.
What happens when I accept or reject a planned session in 'Sessions waiting for approval'?
When you accept a planned session for a particular date from the 'Sessions waiting for approval' tab, it gets added to the 'Session already happened' tab. Before After When you decline an expected planned session for a particular date, it gets discarde
How do I find past support sessions based on certain criteria? E.g. name, date range, price range, whether I've paid etc.
Filters and search are great tools to find whatever you want from existing sessions Filters Let's say you want to see all the support sessions that happened with a specific provider. To achieve this, go to the 'Sessions' page and click on 'Filters' button towards the top. Now simply click on 'Providers' and choose what you want. Once you click 'Apply Filters', all the session
How do I add or delete an invoice or receipt for a session?
Simply click on the 'Add Invoice' button to add your invoice or receipt for the session. This accepts pdf, doc and docx files. Once you add the invoice, you'll get two options - To view the invoice you just added, or to delete it. If you want to replace the invoice, firs
How do I add, edit, duplicate or delete a recorded support session?
The 'Track Support' page of the app allows you to add any past support sessions you want to add. It also allows to to mark those sessions as paid, claimed, and to even add invoices for them. You can also add extra information like Paid Date, Claim Date, Payment Request Number etc. after clicking the edit button. Track support page Adding a new support session To add a
How do I add a support session that is similar to one that already exists?
Let's suppose you have already added a Physiotherapy session, but you want to add a very similar session but for a different day. This could also be for a similar session with another different detail. For this, you can simply use the duplicate sessions feature. Find the session that you want to create a similar session of Click on the duplicate button on the right of that support session !(https://storage.crisp.chat/users/helpdesk/website/c4f733addbe8e800/screen-shot-2021-11-13-at-7
How can I add the Payment Request Number to the support sessions? How can I add extra information like Claim Date, Paid date for a session?
To add the extra information, click on 'Edit' option for the required support session. Now, you can add Payment Request Number from NDIS portal in the given input. You can also add any extra information including Claim Date, Paid Date or anything else in the description section as shown below. !(https://storage.crisp.chat/users/helpdesk/website/c4f733addbe8e800/prn-extra-info-humane_1iksm2
How do I mark a session as paid or claimed?
Go to the 'Track Support' page to see all your past sessions. Find the session you want to mark as paid or claimed. Note that sometimes the session might be old and you might have to find it to mark it as 'Paid' or 'Claimed'. You can use the pagination, the filters or the search bar to find specific past sessions - Now, every time you pay a provider, simply
How do I track future planned sessions over time?
To make sure that you never run out of funding, you can plan all your funds for the future. You can read about how to do that in this article - How do I use the tools on the Budget page to plan my spending and support for future? But once you've planned those future sessions as shown below, you would want to track them over time (i.e. mark them paid, claimed
How do I track my repeating (future planned) sessions easily over time? OR How to easily track repeating planned sessions?
Any repeating future session that you add in the 'Plan Budget' page will automatically appear in one of the tabs of the 'Track Support' page. For example, let's say you added a repeating session that happened every Tuesday starting tomorrow and going for 4 months. As soon as you add that session, all future sessions will appear in the Sessions coming up tab. On Tuesday, the s
Sometimes the date, price or other details for planned sessions change. Can I edit them easily before approving?
Yes, you can edit a planned session in session waiting for approval before approving. All you need to do is follow the steps mentioned below - Go on the Track Support option from the side menu Click on Sessions Waiting for Approval Click on the Edit and Accept option and make all the necessary changes that you wish !(https://storage.crisp.chat/users/helpdesk/website/c4f733addbe8e
What do 'Sessions already happened', 'Sessions waiting for approval', and 'Sessions coming up' tabs mean?
All the sessions that you planned in 'Plan Support' page that are scheduled for a future date will automatically appear in the 'Sessions coming up' tab. The day that scheduled sessions are supposed to happen, they move from the 'Sessions coming up' tab to 'Sessions waiting for approval' tab. Once you accep
Can I add repeating sessions all at once that happened in the past?
Yes, you can add the repeating session all at once that has taken place in the past. To add the repeating sessions - Click on Track Support from the side menu. Click on Add Past Sessions Add past sessions button Click on Recurring and fill in all the details. Now click on Add to save it. If the session happens every week on Tuesday for example, you can ch
Can I view the support sessions in a calendar rather than a list view?
Yes! You can now track your sessions with the help of Calendar View instead of list view under track support section to easily manage and keep a track of them. For this simply, go to the 'Track support' page and click on the calendar view button as shown below. Please note that every tab (e.g. Sessions already happened, Sessions waiting for approval, Sessions coming up) will
How can I sort the support sessions i.e view them in certain order like newest first or recently added first?
In order to view the support session in order like the newest first or recently added follow the steps below - Click on the 'Track Support' option from the side menu. Click on the sorting drop down menu as shown in the image above and select the option according to your needs. Sorting drop down