Hi Rasmus | Camber Billing + Integration: How Can Staff Create Staff-Only Activities to Send to Camber without a Prescheduled Appointment
Allow Staff to send Staff-Only activities to Camber without a prescheduled appointment.
🎥 Watch: How to Create a Staff-Only Activity and Send to Camber without a Prescheduled Appointment
NOTE: Your organization will need to set this up. Manager-level users, click HERE
1. Navigate to [My Activities]. Click your name in the top left-hand corner >> [Activities] >> [My Activities]
2. Click either [Add Activity] or [Start Activity]
3. Select the correct [Session Type]
4. If you selected [Add Activity], adjust the [Date], [Start Time], and [End Time]
5. Click [Save]
6. Select the correct [Note] template if its required
7. Complete the Note
8. Sign, if required
9. Click [Send Now] at the top of the activity
When your activity displays the
status it has been transferred to Camber