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Appointments & Scheduling

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Show who requested an appointment when viewing unconfirmed appointments

Allow me to see who requested the appointment when viewing my unconfirmed appointments. We work with minors often with divorced parents and it would be helpful to know which parent (contact network) created the appointment.
Erica Anderson about 2 months ago in Appointments & Scheduling 0 Future consideration

Appointment Status Update Reason

When updating an appointment's status, do not require a reason to be selected. This is especially applicable to No Show appointments, as a reason for the no show is often not available.
Guest 3 months ago in Appointments & Scheduling 0 Future consideration

Block unconfirmed appointments on the calendar until confirmed/declined

Automatically block off time on the calendar when a client requests a new appointment until you confirm or deny the request. As it is, multiple clients can request the same time.
Guest over 6 years ago in Appointments & Scheduling 33 Future consideration

Keep appointments in "Upcoming" until end of session

It is very confusing for clients who attempt join a telehealth session via their calendae appointment at 1 minute past the session (or more) to discover they cannot find their appointment listed in the "upcoming appointments" folder.
Guest about 5 years ago in Appointments & Scheduling 27 Future consideration

Allow clients to select from a list of available appointment times rather than selecting from the calendar

I would prefer having new and existing clients pick from a list of available start times (chosen by the therapist) rather than using the calendar. With some therapists having both top of the hour (1:00) and half hour start times (1:30) this makes ...
Guest over 7 years ago in Appointments & Scheduling 30 Future consideration

Require credit card on file on the Client Portal

Require the client to input a credit card number on the client portal before they can schedule or submit intake paperwork.
Guest over 9 years ago in Appointments & Scheduling 16 Future consideration

Allow me to select the Telehealth forum without subscribing to Telehealth when creating availability

As a therapist, allow me to select the Telehealth forum when creating an availability block even though I don't subscribe to Telehealth so it's easier for my clients when requesting Telehealth appointments on the Client Portal.
Guest over 1 year ago in Appointments & Scheduling 6 Future consideration

Set how far out clients can book appointments on the portal

Allow me to set how far out clients can book appointments on the client portal. Right now they can schedule 2 months out, but I may only want them to schedule one month out.
Guest about 3 years ago in Appointments & Scheduling 8 Future consideration

Allow other staff to manage unconfirmed appointments

Currently, if a client requests an appointment online, an alert is only sent to the therapist. As an office manager, I would like to be able to see all pending appointments so I can make sure they are getting approved within 24 hours.
Guest over 5 years ago in Appointments & Scheduling 15 Future consideration

Share availability outside of the client portal

Allow me to share my availability more easily with clients without directing them to the client portal.
Ethan Kaste 2 months ago in Appointments & Scheduling 0 Future consideration