8/9 - TPA Package Schedules and Repeat Appointments

Estimated Time to Complete: TBD in Discussion with TurnPoint

Overview

Congratulations! You have almost completed your implementation of TurnPoint and will soon be ready to begin using TurnPoint every day!

The next step on your journey is assigning packages to your clients and importing repeat appointments. There is a number of ways this can be done and we recommend connecting with the TurnPoint Team to check your progress so far and advise the best way forward for assigning package schedules and Repeat Appointments.

To connect with the team - Submit a Request in the top right of this page with the subject "Implementation - Stage 8 Check-In"

However, if you want to go ahead anyway you can use the below links to progress, just make sure to come back to this page to find the next and final article, Going Live.

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Package Schedules:

Adding HCP Package Schedule

Adding NDIS Package Schedule

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Repeat Appointments

Adding Repeat Appointments

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Bulk Upload

We also offer the option of a Bulk Upload of both Package Schedules and Repeat Appointments. To use this service simply download the relevant file attached to this Article, and fill it out with as many details as possible. Once you have completed filling the file, submit a request by clicking on the "Submit a Request" button on the top right of this page and attaching the file.

Next Article: 10 - Go Live