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Customize message when clients sign up for client portal via New Invitation Link

When I send the New Invitation Link to a client allow me to customize the message that appears above the signup box.
Guest over 3 years ago in Invitations 1 Future consideration

Add type of therapy to prospective clients list

When adding a client to the prospective clients list, allow me to indicate what type of therapy they are seeking (e.g., individual, group, family, etc.).
Guest over 3 years ago in Clients & Groups 0 Future consideration

Create next appointment when filling out progress note

When completing a progress note, have a field for "next appointment" and allow me to pick a date. Once the note is signed, have the appointment automatically created.
Guest over 3 years ago in Notes & Cases 2 Future consideration

Add and report on drive time

Allow me to block off drive time on my calendar or enter drive time on an appointment and allow me to report on how many hours of drive time I have for a certain time period.
Guest over 3 years ago in Calendar & Scheduling 0 Future consideration

Send text message to multiple clients

Allow me to send a text message to multiple clients like I can with portal messages.
Guest over 3 years ago in Messaging & Notifications 0 Future consideration

Text notification for appointment/schedule changes

Send me a text notification when someone changes an appointment on my calendar.
Guest over 1 year ago in Messaging & Notifications 0 Future consideration

Add placeholder to reminder templates for staff member's phone number

Allow me to include the staff member's phone number in the appointment reminder templates. If one of our clients needs to reach out about their appointment they need to call the staff member.
Guest over 1 year ago in Messaging & Notifications 0 Future consideration

Add address field when adding household members to a client

When working in a client's details and adding household members, allow me to also notate their address. Sometimes a client has divorced parents so their address may not be the same as the client's address.
Guest about 5 years ago in Clients & Groups 1 Future consideration

Add appointment status for "late rescheduled"

Allow me to mark an appointment as "late rescheduled".
Guest over 3 years ago in Calendar & Scheduling 1 Future consideration

Add the CASII as an intake form

Add the CASII as an intake form so I don't have to recreate it using Dynamic Forms.
Guest over 1 year ago in Notes & Cases 0 Future consideration