Using Mark Session Complete after a booked appointment helps streamline your workflow and keeps your records accurate.
Benefits of using Mark Session Complete
Automatic appointment details
Date, time, service, and line items are pulled directly from the appointment
No manual entry is required
Simplified billing
The session moves directly into your billing flow
You can review and send the invoice in one place
Connected records
Keeps your Calendar, Appointments, and Billing in sync
Makes tracking and follow-up easier
Stand-alone invoices
Require manual entry of:
Service details
Dates
Line items
Best used for:
Sessions not scheduled on the Calendar
One-off or administrative charges
Tip
Use Mark Session Complete for all scheduled appointments to reduce manual work and avoid errors.
If you need help managing your billing, please contact our support team at support@trova.health.