Allow me to choose which staff members can view another staff member's calendar. For example, a supervisor may need to view only their supervisees' calendars but not anyone else's.
Add billing alerts or notifications to calendar view
ability to see which appts have been billed & which have been paid by insurance & those w/ open balances & all pd w/ abbreviations from the calendar view
Don't immediately send new appointment/changed appointment emails
When I create a new appointment for a client or edit an existing appointment, don't send them an email right away. Sometimes I may make a mistake and I want to be able to correct it before they get the email.
Allow me to view the client's primary payer on the appointment block or have a separate box appear with this information when hovering over the appointment so I don't have to leave the calendar to view this information.
Our practice has been using “location” to specify which room, since we have only one address (it’s a building and suite number). Now that you offer a drop down for room # we can change the location function to the address and specify the rom # und...
Automatically assign appointments to staff assigned to client
When I make an appointment, automatically assign the therapist that's assigned to the client instead of assigning the staff member that is creating the appointment.
Allow org admins to set a staff's calendar preferences
The director should be able to set calendar preferences for staff. It would be much quicker for one person to be able to set this up than training and waiting for each staff member to do this on their own.
Remove staff display order if staff can only view personal calendar
If I enable the setting for a staff member to only view their personal calendar, then remove the staff member display order under the staff member's Preferences. I want to keep the names of our staff members private.
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Future consideration
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Future consideration
