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Appointments & Scheduling

Showing 38 of 2013

Add setting when staff member is not accepting new clients

It would be nice for clinicians to check a box that took them off of the Therabook system for new clients but allow existing clients to request appointments. Currently the only way is to deny the new client's initial request for an appointment. Th...
Guest over 7 years ago in Appointments & Scheduling 4 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 over 3 years ago in Appointments & Scheduling 4 Future consideration

Populate location based on service type

When creating an appointment, have the location automatically populate based on the service type I select. We offer free phone consultations, and it would be easier if our "Phone" location was automatically selected if the consultation service typ...
Lara Davis 7 months ago in Appointments & Scheduling 0 Future consideration

Update Calendar in real-time without having to refresh the page

If an appointment is created by a user and a different user is looking at the calendar, it appears as if the appointment time is free. However, it is not and the appointment can't be seen unless their screen is refreshed. This would be a benefit b...
Guest 5 months ago in Appointments & Scheduling 0 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 about 6 years ago in Appointments & Scheduling 2 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

Change "submit" to "request" when making appointments on the client portal

When a client schedules an appointment on the Client Portal, change the "Submit New Appointment" button to "Request New Appointment" to make it more clear the appointment is a request and needs to be confirmed by the provider.
Guest over 1 year ago in Appointments & Scheduling 1 Future consideration

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 7 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 7 months ago in Appointments & Scheduling 0 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 about 4 years ago in Appointments & Scheduling 0 Future consideration