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...
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.
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.
Allow me to choose which staff members can view another staff member's calendar. For example, a supervisor may need to view only their supervisees' calendars but not anyone else's.
Add billing alerts or notifications to calendar view
ability to see which appts have been billed & which have been paid by insurance & those w/ open balances & all pd w/ abbreviations from the calendar view
Separate calendar preference for showing client initials in calendar and alerts
Under Calendar Preferences, separate the preference for "Show only client initials in Calendar and staff email alerts" so that I can display the client's full name on the calendar, but only show their initials in email alerts.