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Calendar & Scheduling

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Change default to weekly when scheduling recurring appointments

When scheduling recurring appointments have the default be "weekly" because that's used more often than "monthly".
Guest about 3 years ago in Calendar & Scheduling 2 Future consideration

Restrict staff scheduling with certain service types

To enhance the accuracy and efficiency of scheduling and billing, allow practices to configure restrictions on service types for which providers can be scheduled.
Jeffrey LaPonsie 8 months ago in Calendar & Scheduling 0 Future consideration

Display client's self pay amount in Calendar and Agenda

When a client has insurance, the amount of the copay shows up on the calendar next to the client's appointment. This is helpful, so the therapist can see what is owed. However, if the client is self-pay, the fixed sliding scale rate does not show ...
Guest almost 7 years ago in Calendar & Scheduling 3 Future consideration

Save different calendar views

Allow me to apply filters to my calendar and save it as a calendar view so I can easily switch back and forth between different views on my calendar. For example, I may want to create a view for each location or for certain therapists at each loca...
Guest over 3 years ago in Calendar & Scheduling 4 Future consideration

Create client appointment that doesn't require a progress note

Allow me to create a client appointment that doesn't require a progress note to be attached.
Guest over 2 years ago in Calendar & Scheduling 2 Future consideration

Increase font size in calendar

Allow me to increase the font size when working in the calendar.
Guest about 8 years ago in Calendar & Scheduling 6 Future consideration

Show which notes have been submitted to a supervisor

As a supervisee, I need to know which notes I have submitted to my supervisor and which ones still need to be submitted.
Guest over 1 year ago in Calendar & Scheduling 4 Future consideration

Include calendar views under the main Schedule navigation

When I click on "Schedule" in the left-hand navigation, show a dropdown of the calendar views so I can quickly get to them in one click.
Guest over 2 years ago in Calendar & Scheduling 4 Future consideration

Automatically update start and end time from AM to PM when scheduling appointments

When scheduling a new appointment, automatically update the start time and/or end time from AM to PM if updating from 11:00 AM to 12:00.
Claire Eliassen 9 months ago in Calendar & Scheduling 0 Future consideration

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.
Guest over 8 years ago in Calendar & Scheduling 8 Future consideration