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scheduling

I have my preferred work hours in the availability for scheduling, but sometimes I will schedule a client during my "closed' hours. I am not the only private practice therapist that does this. Since I am my own boss. However, the system won't let ...
Guest over 7 years ago in Calendar & Scheduling 0 Completed

Create an option where you can lock rooms

We have 5 rooms and 12 therapists. I need to be able to lock a room once a therapist is scheduled in it so another therapist cannot schedule the same room at the same time.
Guest over 10 years ago in Practice Management & Administration 2 Completed

Don't indicate flags if client has none

If a client doesn't have any flags assigned to them then remove the "Flags: None" from the Agenda because it's just added clutter.
Guest over 2 years ago in Calendar & Scheduling 0 Completed

Add "Insurance" as Relationship to Client option in Contact Log entries

In the contact log drop down box for who the contact was with (client, parent, partner, etc)- I would love to see insurance company be listed as an option as that is who I am writing notes in the contact logs about the most. Thanks!
Guest over 5 years ago in Notes & Cases 0 Completed

Display client's date of birth on client list

Please add a feature to "clients" where you can sort by Date of birth.
Guest over 5 years ago in Clients & Groups 1 Completed

Allow therapists to schedule individual days

Allow therapists to schedule a specific day differently. For example, if I want to stay later this Thursday because I am going to be off this Tuesday, I have to go in and change my time available. However, this will also change all Thursdays after...
Guest over 8 years ago in Calendar & Scheduling 1 Completed

Add "Back to Progress Notes" button to progress note signature page

After signing a note I can't return to the notes section easily. I have to click on the sidebar, then the case, then the progress notes tab. When I have to do this three times for a couples note (with group note and individual progress notes) it g...
Guest over 5 years ago in Notes & Cases 0 Completed

allow use of the "Copy From Last Session" feature when you Enter Notes from the dashboard.

Currently if you utilize the Enter Notes button from the dashboard, it takes you to a new, blank progress note, without giving the option of utilizing the Copy feature. You must enter from the client page in order to do so.
Guest over 8 years ago in Notes & Cases 0 Completed

Break up ERAs by payer

Have ERAs come back into TN by payer as opposed to one big file with all payers.
Guest over 5 years ago in Billing & Payments 0 Completed

Select all service types when running the detailed attendance report

When I'm running the Detailed Attendance Report, allow me to select all service types so I don't have to click one individually.
Guest almost 3 years ago in Reporting 1 Completed