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Appointments & Scheduling

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Don't send new appointment email for previous service dates

If I have the Client Portal notification setting turned on to notify clients of newly created appointments, don't send the notification if the appointment date is prior to the current date. Sometimes we add past appointments to the calendar and it...
Jen Morrill 3 months ago in Appointments & Scheduling 0 Future consideration

Only show available forum types when client's self-schedule

If I've only set my availability as Telehealth don't show the "In-person" option when clients request appointments on the Client Portal.
Lara Davis 3 months ago in Appointments & Scheduling 0 Future consideration

Set which staff member a client can schedule an appointment with on the portal

When setting up the client portal and allowing clients to self-schedule, allow me to select which staff member(s) a client can schedule with. We don't want them to just schedule with anyone.
Guest about 3 years ago in Appointments & Scheduling 4 Future consideration

Restrict service type for new clients scheduling from the portal

Allow me to restrict which service types new clients can schedule from the client portal, so they can only schedule consults or intake appointments.
Guest almost 6 years ago in Appointments & Scheduling 2 Future consideration

Portal reschedule/cancellation options per provider

My organization has turned off the client permission to reschedule/cancel sessions in TheraNest, but as a provider I would like the option to opt-in.
Guest 5 months ago in Appointments & Scheduling 0 Future consideration

Set portal self-scheduling availability per client

Allow me to set when certain clients can self-schedule on the client portal. For example, I may want one set of clients to only be able to schedule on certain days (e.g., MWF) or certain times of the month (e.g, first and third weeks of the month).
Guest over 3 years ago in Appointments & Scheduling 3 Future consideration

Make Clients Complete forms before scheduling appointments

A suggestion for the design team…I mean this in a helpful way...it would be so nice to be able to use the “new appointment” link as an initial connect with prospective clients then have them be able to go back in (once they’ve signed up for my ser...
Guest over 3 years ago in Appointments & Scheduling 0 Future consideration

Show which providers have availability on the client portal

Allow clients to see which providers have availability on the client portal. Right now, they have to select a provider first but that provider may not have availability by the time they can see their calendar.
Guest 7 months ago in Appointments & Scheduling 1 Future consideration

Separate canceling and rescheduling settings for the client portal

Right now the client's ability to cancel or reschedule an appointment through the client portal is one setting. Make these separate so we can allow clients to cancel but not reschedule, or vice versa.
Guest over 8 years ago in Appointments & Scheduling 5 Future consideration

Allow new clients to search by specialty on the Client Portal

Update the Client Portal experience for new clients to search by a provider's specialty. New clients usually don't know which therapist to book with. They are looking for a therapist to address their specific need.
Guest 9 months ago in Appointments & Scheduling 1 Future consideration