Create next appointment when filling out progress note
When completing a progress note, have a field for "next appointment" and allow me to pick a date. Once the note is signed, have the appointment automatically created.
Guest
almost 4 years ago
in Notes & Cases
2
Future consideration
Allow me to block off drive time on my calendar or enter drive time on an appointment and allow me to report on how many hours of drive time I have for a certain time period.
We have staff members who only perform office tasks and will never have an appointment scheduled with them. Allow me to remove them from the Staff filter in the calendar so the filter is easier to use.
When viewing the list of clients, allow me to always view the grid column headers and scroll bar so I can see what information I'm viewing if I'm looking at a client in the middle of the list.
Guest
about 2 years ago
in Clients & Groups
1
Future consideration
Make it more obvious where to add a client's insurance
Make it more obvious in TheraNest where to add a client's insurance information. The "Add New Insurance" button is at the bottom of the screen and it's easily overlooked.
Guest
about 4 years ago
in Clients & Groups
1
Future consideration
