Allow staff members to set their time zone preferences for their calendar. We have staff members that operate under a different time zone than the organization.
Identify appointment as telehealth if not subscribed to integrated system
If I don't use TheraNest's integrated telehealth system, allow me to still mark or identify an appointment as telehealth so I can report on these appointments.
When checking out clients, we don't always go to the ledger, and if there is an outstanding balance on their account, there is no way to see it on dashboard or calendar to remind us! What if they don't have a copay so they dont normally pay but th...
Visually indicate recurring appointments on the calendar
on the calendar there is no way to tell if an appointment is recurring without scrolling to the next week. A simple font change or "R" on the face of the appointment, for example, would be helpful.
Prompt me to change the service type when canceling an appointment
When I change an appointment to canceled or no-show, prompt me to change the service type so I can remove the current service type and add the cancel/no-show fee service type.
Please bring back the ability to save my default calendar view to something other than Agenda. As someone who views multiple providers' schedules at a time, Agenda view is unusable to me. This feature seems to have been disabled with the new "upda...
I need my front desk and scheduling staff to see notes and alerts related to a client when they check in, so that we do not miss important information about clients. We use the Notes field on the client details for such information so if it were d...
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