In an agency where multiple people are responsible for scheduling client appointments it would be helpful to see on the appointment or on the appointment list the staff that scheduled/created each appointment.
Allow therapists to see contact network members not assigned to them
As a therapist, allow me to view members of a client's contact network even if I'm not assigned to the client in case I need to reach out on behalf of another therapist.
Guest
over 3 years ago
in Clients & Groups
0
Future consideration
When processing Batch Payments, add the ability to clear or hide batch payment errors that have been previously addressed to accurately display the remaining errors.
Our practice sees a lot of different groups. It would be helpful if we could organize them, categorize them, or provide some type of label so we can filter the group list to only see a subset.
Guest
about 1 year ago
in Clients & Groups
1
Future consideration
Require linked appointment when saving Progress Notes
As an admin, allow me to require a progress note be linked to an appointment before it can be saved as sometimes our therapists forget to link progress notes to dates of service.
Guest
almost 6 years ago
in Notes & Cases
2
Future consideration
When allowed to delete a member from an existing group, delete their future group appointments should be adjusted to delete from appoints automatically, or give me ability. I have group members gone a year, but names still show up in appointment l...
Guest
over 4 years ago
in Clients & Groups
2
Future consideration
2
Future consideration
