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Search results for:OpenAI

splose AI & Your Clients' Data: A Guide for UK Practices
Zero data retention by OpenAI: splose holds a Business Associate Agreement (BAA) with OpenAI… Regular security audits: OpenAI undergoes SOC 2 compliance audits, an independent standard for verifying… "Does OpenAI keep my data?"
splose AI Settings
splose AI is an opt-in, generative AI feature in splose powered by OpenAI, that utilises advanced machine
Aged Debtors report
Please note that this link can only be opened once for security purposes
Export all of your data
This link expires 24 hours after it's ready and can only be opened once for security reasons… To check these, open the client's profile and view their appointment communication preferences
Make changes to an invoice
Once opened, click the Actions drop-down in the top right of the page, then click Void… Open the draft invoice. Click the relevant line item… If the invoice is unpaid, open it, use Actions › Delete to void it, then create a new invoice from the
Forms report
Open the Forms report… In this guide, we'll show you how to open the Forms report, filter it by date and status, and understand
Set up and manage the waitlist
Learn how to use the Screener and the Waitlist together to triage new referrals, manage clients waiting for services, and book them in as availability opens up… The Waitlist is where you manage clients waiting for services and match them to availability as it opens… Go to Waitlist → Screener Click a referral to open and review it Choose: Yes → adds
Set up HICAPS integration
Here you can find the article on this process You can use the click Open in HICAPS link to open the… Open in HICAPS… This step involves completing this online web form which will open an onboarding case within HICAPS
Set up the Physitrack integration
Open in Physitrack… Open a client in Physitrack from splose once integrated When a program is assigned or updated,… We recommend having both splose and Physitrack open side-by-side due to each practitioner needing to
Set up appointment templates and reminders
Once you've opened the Appointments templates section, you can start building templates that suit the