Retriever/Once Hub Calendar - no manual entry of reschedules/changes
It is not time efficient to manually enter a reschedule or change in Redtail that has been made by a client or advisor for an appointment in Once Hub. All items, whether a new appointment, change, or reschedule should also be reflected in Redtail. If needed for this to happen, manually deleting the original appointment in Redtail is a one click and acceptable.
3
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Maureen O'Bryan
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