Add date/timestamp and staff member name to scheduled appointment
When scheduling a new client, group, or non-client appointment, the scheduling staff member's full name and the date/timestamp when the appointment was scheduled will be displayed in a read only format. This will enable all staff members to determ...
Add a social media planner to assist with planning out social media posts, manage content across various platforms, and keep track of a social media strategy. Adding this feature helps therapists streamline their business processes.
Allow me to link place of service codes with service types so when I select that service type when creating an appointment the location code is automatically updated.
Include Spanish language for notes and treatment plans so Hispanic patients and Hispanic professionals could read and answer the questions such as client's portal, etc Thanks
Intake forms should be mobile-friendly, meaning clients should be able to successfully complete them from their cellular devices. Several clients have mentioned that they cannot successfully save and submit intake forms when completing them on the...
Allow me to set up a rule so that certain tasks are automatically generated in my task list. For example, when I add a new client I want tasks generated for inviting them to the portal, scheduling an appointment, etc.
Allow me to enter a preferred name for staff. Sometimes our therapists use nicknames or other names and that's what the client knows, so it would be nice if appointment reminders reflected this.
Select whether completed intake forms should save to clinical or general documents
When creating an intake form, allow me to choose whether the completed form is saved to the client's General Documents or Clinical Documents for all open cases so we can limit which staff can view them.