Default group case service type when creating appointment
When I create a group appointment, have the service type listed in the case automatically be selected for the appointment when I create an appointment for that group.
Allow me to run a report that will show any appointments a client has that overlap. For example, a client may have back-to-back appointments with different providers and we need to ensure these appointments don't overlap due to payer restrictions.
Guest
over 2 years ago
in Reporting
1
Future consideration
For most reports that include a date and time, these are reported together in the same column. Have them be separate columns so the data is easier to work with if I export it to Excel.
Guest
over 2 years ago
in Reporting
1
Future consideration
Automatically schedule clients on a cadence after Initial Assessment
I have used Therapy Notes in the past and after the Initial Assessment, you could select if the client was going to be seen weekly or bi-weekly or monthly. If the client was going to be seen on the same day and time for each appointment as is most...
1
Future consideration
0
Future consideration
