Link for Client Scheduling, Forms, Messaging, Etc. Without Creating Portal Account
I would prefer the ability to allow clients to schedule, submit forms, message, or access telehealth features w/ a link or general form that can be embedded onto my website and/or emailed without having clients set up a client portal account, such...
Guest
about 4 years ago
in Clients & Groups
2
Future consideration
When filling out the Client Progress section in a progress note, add additional selection options besides "Progress" and "No Progress" because I want to report on other things.
Guest
over 3 years ago
in Notes & Cases
3
Future consideration
Edit place of service default list in organization
Have the ability to not only have a default place of service, but be able to add, edit, or remove to what is on the default list under my organization.
Add transportation company and phone number to the client's details. We need to know this for children who have not been picked up. We also need to know this for adults under guardianship.
Make exceptions for conflicts with recurring appointments
Recurring appointments often conflict with exceptional events like Thanksgiving, or a scheduled personal appointment. It would be nice for the calendar to show upcoming conflicts with the repeat appointment and have an option to choose "Skip this ...
2
Future consideration
1
Future consideration
