Default group case service type when creating appointment
When I create a group appointment, have the service type listed in the case automatically be selected for the appointment when I create an appointment for that group.
Allow me to run a report that will show any appointments a client has that overlap. For example, a client may have back-to-back appointments with different providers and we need to ensure these appointments don't overlap due to payer restrictions.
Guest
almost 3 years ago
in Reporting
1
Future consideration
Include option to view start time only on Calendar
Change it back or give us the option on the calendar view so we do NOT see both start and end times of appointments leading the client names being hidden/unviewable due to the times taking up all the space.
For most reports that include a date and time, these are reported together in the same column. Have them be separate columns so the data is easier to work with if I export it to Excel.
Guest
almost 3 years ago
in Reporting
1
Future consideration
Have an icon or an alert show in the calendar view if we have a note on an appointment. I know a preview of the note is displayed on the appointment block, but those can be easily overlooked given how much other information appears on the appointm...