Edit permissions for clients to request appointments through the client portal
I want to use the client self-scheduling option but not everyone else in my organization does. It seems there is only a way to turn it on for everyone or not at all. Can you change this to be a user to user choice?
Make it easier for clients to submit appointment requests on the portal
Make it easier for our clients to submit appointment requests on the portal. Once they fill in the appointment information they think they are done and forget to click the "Submit" button.
When a client requests an appointment online and I accidentally accept or decline it and then undo it, the "undo" email is confusing because clients don't realize the appointment is still unconfirmed and they need to wait for a follow-up.
Guest
about 2 years ago
in Messaging
1
Future consideration
Book with more than one provider on the client portal
Allow clients to request an appointment with more than one provider when requesting an appointment on the client portal for clients that participate in co-therapy.
If a client signs up via the client portal but a staff member hasn't been assigned to them yet, allow them to still message someone in the office in case they have any questions.
Guest
over 2 years ago
in Messaging
1
Future consideration
Show canceled and no-show appointments in the client portal
Allow clients to see appointments that were canceled or marked as a no-show in the client portal so when they get an invoice with a cancellation or no-show fee they can reference the appointment.
Remove Insurance Virtual Credit Card Payments from Client's Portal
Please removed the Virtual Insurance Credit Cards from the Client's Portal Payment History. It is confusing clients thinking their cards are being charged a large amount.
2
Already exists
1
Future consideration
