When creating or editing an appointment for a client, allow me to indicate the payment status for that appointment on the actual appointment (prepaid, unpaid, credit, etc.).
As clients are archived, the system removes them from the schedule and calendars. I have tried to go back to previous months and view the schedule for what client was seen when or what their basic details (I.E. Insurance preoviders at the time) ma...
Automatically schedule clients on a cadence after Initial Assessment
I have used Therapy Notes in the past and after the Initial Assessment, you could select if the client was going to be seen weekly or bi-weekly or monthly. If the client was going to be seen on the same day and time for each appointment as is most...
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Already exists
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Future consideration
