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Calendar & Scheduling

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115 VOTE

Allow admins to change other staff members' availability

As an admin, allow me to manage the availability of my staff.
Guest almost 8 years ago in Calendar & Scheduling 22 Completed

Split client & insurance balance due on Agenda

The Agenda's Balance Due section needs to be split between client amount due & insurance amount due. With just the bulk sum on there it's pretty useless because you still have to go into the client's account to decipher if they actually owe an...
Guest over 6 years ago in Calendar & Scheduling 18 Completed

Add color coding to service types to display in the Calendar

It would be really helpful if different service types could be color coded on the calendar. For example, if an initial assessment (90791) could be a different color from a 60 minute follow up session (90837) it would allow me to look at my weekly ...
Guest over 5 years ago in Calendar & Scheduling 3 Completed

Create telehealth link when confirming appointment from the portal

When a client schedules a telehealth appointment from the portal, have the link created when I confirm the appointment so I don't have to edit the appointment and click the Telehealth checkbox.
Laura Ely about 4 years ago in Calendar & Scheduling 11 Completed
107 VOTE

Turn off automatic "Kept" appointment status change

Allow me to turn off the feature that automatically changes an appointment to "Kept" when the appointment time is reached. We want our schedulers/providers to update the status manually.
Guest almost 11 years ago in Calendar & Scheduling 45 Completed

Add new clients from the calendar

Allow me to add a new client to the system when viewing the calendar and/or agenda so I can add a client and then quickly schedule them an appointment.
Guest almost 7 years ago in Calendar & Scheduling 14 Completed

Add reason field for rescheduled appointments

Allow me to enter a reason if I reschedule an appointment.
Guest almost 2 years ago in Calendar & Scheduling 6 Completed

Add ability to select the time zone for each appointment

Give an option to set time zone by location, or by therapist....for multi-city agencies in different time zones.
Guest over 6 years ago in Calendar & Scheduling 17 Completed

Set default view for the schedule

Allow me to set a default view for my schedule. For example, allow me to have my calendar default to week view instead of having it default to the agenda view.
Guest almost 6 years ago in Calendar & Scheduling 30 Completed

Indicate cancelled appointments in synced calendars

When a session is marked cancelled, it would be nice if this was indicated when the calendar syncs with google calendar
Guest over 8 years ago in Calendar & Scheduling 11 Completed