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Calendar & Scheduling

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Restrict scheduling for incomplete intake

If a client has not completed their intake paperwork, don't allow appointments to be scheduled.
Guest over 3 years ago in Calendar & Scheduling 8 Future consideration

Allow therapists to set self-scheduling preferences

As a therapist, allow me to set whether clients can self-schedule with me on the client portal. I'm responsible for setting and creating my schedule, not the administrators at my practice.
Guest almost 5 years ago in Calendar & Scheduling 8 Future consideration

Always view full day appointments in staff view

When I schedule a full-day appointment and have the calendar in Staff view, allow me to always see the appointment even if I scroll down to later on the calendar so I don't try and schedule something.
Guest over 2 years ago in Calendar & Scheduling 4 Future consideration

Customize cancellation fee for each clinician

Many of our clinicians charge different rates and have different cancellation rates. Allow me to configure my organization's cancellation policy to setup different rates for each staff member.
Autumn Starks 3 months ago in Calendar & Scheduling 0 Future consideration

Clarify "Notes" Text Box Purpose on Appointment Window

Entering progress notes is not intuitive for staff. They immediately think the "Notes" text box is where progress notes should be entered. It is suggested that the title of that box be changed or clarified (like note related to scheduling -not pro...
Caitlin D. 6 months ago in Calendar & Scheduling 1 Future consideration

Allow clients to sync their portal appointments with their personal calendars

Allow clients to sync their appointments to their personal calendars, similar to how we can sync with Google, so they don't have to enter them manually.
Molly Marr 3 months ago in Calendar & Scheduling 0 Future consideration

Limit number of appointments per day or week

Allow me to limit the number of clients I see per day or per week.
Guest about 4 years ago in Calendar & Scheduling 4 Future consideration

Edit appointment status after invoice creation

Allow me to edit the appointment status of an invoice without having to delete the invoice. We invoice all of our clients first thing in the morning and then need to be able to change the status of appointments as needed.
Guest almost 6 years ago in Calendar & Scheduling 10 Future consideration

Select Place of Service when Creating Appointment

Allow me to select the pace of service code when creating an appointment.
Guest over 4 years ago in Calendar & Scheduling 8 Future consideration

Telehealth link for Couples Psychotherapy

Can you please update that individual telehealth subscription to include sending ONE telehealth LINK to a couple/family who have a shared appointment but will be in the same location? There is no need to upgrade to the group subscription since o...
Guest about 4 years ago in Calendar & Scheduling 4 Future consideration