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Notify admins when appointment is canceled

As an admin, send me a notification when an appointment is canceled because I like to stay on top of my staff's appointments.
Guest about 3 years ago in Messaging & Notifications 0 Future consideration

Create cancellation status for holidays

Allow me to update an appointment and mark it as canceled due to a holiday to distinguish this type of cancellation from a client cancellation.
Guest over 2 years ago in Calendar & Scheduling 2 Future consideration

Alert me when a credit card is declined

Send me an in-app alert when a client's credit card is declined or have the alert appear on the client's ledger so I can make sure to update the information as I'm working in the client's profile.
Guest over 2 years ago in Billing & Payments 0 Future consideration

View when credit cards were updated

When viewing the client's ledger or Bill To & Insurance, show a history of client credit cards that were updated or added and by which staff member.
Guest over 2 years ago in Clients & Groups 1 Future consideration

Report on attendance by service type

Allow me to run a report that will display client attendance according to service types.
Guest over 1 year ago in Reporting 0 Future consideration

Show client flags in detailed attendance report

Allow me to see the client flags when running the detailed attendance report.
Guest over 2 years ago in Reporting 1 Future consideration

Add duration from progress note to the Detailed Attendance Report

Show the duration that was entered in the progress note on the detailed attendance report. Sometimes the therapist may run over the appointment time and the progress note is a more accurate reflection of the length of the appointment.
Guest over 1 year ago in Reporting 2 Future consideration

Default "Accept Assignment" toggle to yes

Automatically turn on the toggle for "Accept Assignment" on "Bill To & Insurance Info" page.
Guest about 6 years ago in Billing & Payments 1 Future consideration

Add payment date to Staff Billing report

Add the payment date to the Staff billing report.
Guest over 4 years ago in Reporting 0 Future consideration

Report on progress notes with no supervisor signature

Allow me to run a report that will display which of my progress notes are missing my supervisor's signature so I don't have to check each note individually.
Guest almost 4 years ago in Reporting 0 Future consideration