Request appointment location change through client portal
Allow a client to request a change to their appointment location (e.g. from in-person to telehealth or vice versa) without having to cancel the appointment and request a whole new one.
Include therapist totals on payroll by rendering provider report
When running the Payroll report, include the total payout for each therapist. It's tedious to have to type the therapist's name in the box to get their total.
Guest
almost 4 years ago
in Reporting
1
Future consideration
When viewing all cases for a client, allow me to see the assigned staff to each case. Right now I have to open each case individually to view that information.
Guest
almost 4 years ago
in Clients & Groups
1
Future consideration
Change default date range when viewing a client's appointments
Under Clients → Appointments, change the default date range to include more appointments in the future so that it aligns with the client's online scheduling range.
Guest
about 4 years ago
in Clients & Groups
2
Future consideration
Don't ask for progress note template if default has been selected
If a default progress note template has been selected for me, then don't show the dialog box asking me to pick a template. I only need to use my default template for every progress note.
Guest
over 2 years ago
in Notes & Cases
2
Future consideration