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Default "Accept Assignment" toggle to yes

Automatically turn on the toggle for "Accept Assignment" on "Bill To & Insurance Info" page.
Guest about 6 years ago in Billing & Payments 1 Future consideration

Notify other staff of new appointments

Allow me to specify other staff that should be alerted when a client schedules a new appointment. Our front office staff has things they need to accomplish when a new appointment is scheduled so they need to be notified.
Guest over 2 years ago in Messaging & Notifications 1 Future consideration

Add emojis to appointment and event titles

Allow me to add emojis to appointment and event titles.
Guest over 1 year ago in Calendar & Scheduling 0 Future consideration

Permission for scheduling appointments

Create a separate permission to allow a staff member to schedule appointments.
Guest over 1 year ago in Calendar & Scheduling 1 Future consideration

Allow double-booking for events but not appointments

Allow non-client events to be double booked on my calendar but not client events.
Guest over 2 years ago in Calendar & Scheduling 2 Future consideration

Automatically add late fee to unpaid invoices

Allow me to automatically add a late fee to invoices that haven't been paid in a certain number of days.
Guest 10 months ago in Billing & Payments 1 Future consideration

Automatically generate a progress note for kept appointments.

When an appointment is completed (kept, cancelled, or rescheduled) on the calendar, have an option to have the note automatically generate so that you don't have to constantly click "create progress note". Basically tie the note to the appointment...
Guest almost 4 years ago in Notes & Cases 0 Future consideration

Send email confirmation when appointment created without enabling client portal

Allow me to enable a setting that sends my clients a confirmation when an appointment is created without having to enable the client portal.
Guest about 3 years ago in Practice Management & Administration 1 Future consideration

Assign permissions when importing staff

Allow me a quick way to assign permissions when I import staff so I don't have to go back and adjust it for each staff member.
Guest over 1 year ago in Practice Management & Administration 1 Future consideration

Batch payments for insurance credit cards

Allow me to run batch payments for insurance credit cards.
Guest 10 months ago in Billing & Payments 1 Future consideration