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Report on telehealth sessions

Allow me to run a report that will show each telehealth session, the participants, when everyone joined, and when the sessions started and ended.
Guest about 6 years ago in Reporting 5 Future consideration

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

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

non-client events

I suggest an option in preferences to permanently show your non-client events so that you don't have to click the suggest box each time you visit the calendar.
Guest 9 months ago in Calendar & Scheduling 0 Already exists

Allow new clients to search by specialty on the Client Portal

Update the Client Portal experience for new clients to search by a provider's specialty. New clients usually don't know which therapist to book with. They are looking for a therapist to address their specific need.
Guest 9 months ago in Appointments & Scheduling 1 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