Align the options within the Activity Log Actions dropdown with the events recorded in the Activity Log
Align the options within the Activity Log Actions dropdown with the events recorded in the Activity Log. Examples include: Appointment Scheduling: Actions: Appointment Created Activity Log: {Staff name} scheduled {Appointment details} appointment ...
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.
Create a tag or status for Staff to that they are not accepting new Clients
Create a tag or status for Staff to that they are waitlisting/not accepting new Clients to prevent new intakes or clients from being assigned. Include the ability to log the start and end date of the waitlist period to tract the history of the Sta...
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 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.
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Future consideration
