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.
When a client schedules an appointment through the client portal and I confirm it, allow me to customize the email message that is sent when their appointment is confirmed.
