NewOrg’s new Online Scheduling System is designed to revolutionize how your organization handles appointments, offering a seamless experience for both staff and clients. With this innovative tool, staff members can easily publish their availability, allowing clients to select appointment times online with just a few clicks—eliminating the need for time-consuming back-and-forth communication via email or phone.
Once an appointment is booked, it’s automatically created in the staff member’s NewOrg calendar, ensuring that everyone stays on the same page. But the benefits don’t stop there. This system is fully integrated with other NewOrg features, enabling secure video conferences directly from the scheduled appointment. Clients can upload necessary documents and provide electronic signatures in advance, ensuring that everything is ready for the meeting and saving valuable time during the appointment itself.
Post-appointment, staff can immediately enter case notes, update client records, or complete other essential documentation within the same system, ensuring that all information is accurately captured and securely stored. From initial appointment booking to final documentation and billing, every step is connected, making it easier to manage client interactions and reduce administrative burdens.
Additionally, the Online Scheduling System integrates seamlessly with NewOrg’s client portal features, offering clients a convenient, user-friendly way to manage their appointments, upload documents, and stay informed about their interactions with your organization. This holistic approach to scheduling and documentation supports better communication, improves client satisfaction, and ensures that your staff can focus on providing high-quality services rather than being bogged down by administrative tasks.