FxMedSupport - VA - Admin School 01-10-24

In this video, I introduce you to the concept of Loom and explain how it usually flows. I also discuss the purpose of the video and the importance of adjusting schedules. Throughout the video, I provide context and demonstrate various features and buttons within our phone system. I also touch on the settings tab and the process of scheduling appointments. There are no specific tasks requested from viewers in this video.

00:00 Introduction

00:58 Flow of the video

02:20 Showing features and buttons

08:00 Email content and options

08:32 Scheduling appointments

11:42 Creating encounters

18:08 Visual automator

23:43 Automation trees and appointment types

27:03 Triggering automation before appointments

28:48 Back facial appointment automation

32:32 Supporting patients on different paths

38:16 Copying inside Servos

39:44 Questionnaires and documents

41:54 The most important part of the process

43:43 Thank you and end