Ensora Mental Health Ideas Portal
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Appointments & Scheduling

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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 almost 8 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 almost 4 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 over 6 years ago in Appointments & Scheduling 2 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 4 years ago in Appointments & Scheduling 0 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 about 2 years ago in Appointments & Scheduling 1 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 about 4 years ago in Appointments & Scheduling 3 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 about 1 year 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 about 1 year ago in Appointments & Scheduling 0 Future consideration

Allow couples to schedule group appointments through the client portal

Allow a couple or family to schedule a group appointment on the client portal.
Guest over 7 years ago in Appointments & Scheduling 2 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 9 years ago in Appointments & Scheduling 5 Future consideration