When new clients click the "New Appointment" link, they are able to schedule an appointment, create a portal account, and all intake forms marked as "Default" are automatically sent to their portal account. Allow me to select which forms are sent ...
Allow me to schedule appointments for prospective clients. We don't want to activate them in our account because sometimes they don't show up for their appointment.
When a client makes a payment through the client portal, if they also include a note with the payment then show the note on the payment alert that I receive in TheraNest.
Integrated Therapy Services Office Manager
about 5 years ago
in Messaging & Notifications
0
Future consideration
Document if the client owed amount has been sent to collections
Allow me to track client amounts due, days since owing, last contact, etc. This would allow users to efficiently track clients that owe and follow a clear collections path when needed.
When adding or editing insurance to a client and specifying who the client's insurance was last verified by, allow me to also note the date it was last verified.
If I have the setting turned on to notify clients when an appointment is rescheduled, then only send the notification if the appointment status is changed to "Rescheduled". Right now a notification is also sent if we adjust the appointment time (b...