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Delete appointments from the agenda

When viewing the Agenda, allow me to delete appointments.
Guest about 4 years ago in Calendar & Scheduling 0 Future consideration

Add option for 120 minute increments in calendar settings

Add an option for the calendar to remember if a staff member tends to do 2 hour sessions. The website will automatically assume its only an hour session.
Guest about 4 years ago in Calendar & Scheduling 0 Future consideration

Allow email receipts without appointment notifications

Allow clients to receive credit card charge receipts without receiving appointment notifications.
Guest about 4 years ago in Billing & Payments 0 Future consideration

Apply edits of forms to all copies

If I edit a dynamic form or intake form, have those edits apply to all copies of the form.
Guest about 4 years ago in Clients & Groups 0 Future consideration

Split service charge across invoices for groups

If I create an invoice for a group appointment, have the charge be split across all members of the group rather than each member getting charged the full amount.
Guest about 2 years ago in Billing & Payments 1 Future consideration

Show a preview of the summary field for SOAP notes

When viewing a client's list of progress notes, allow me to view a small preview of the "Subjective" section of the SOAP note, similar to how I can view a small preview of the "Session Focus" for standard progress notes.
Guest about 4 years ago in Notes & Cases 0 Future consideration

Display phone number in reminders log

When viewing the reminders log for a client, display the phone number that the reminder went to.
Guest about 4 years ago in Clients & Groups 0 Future consideration

Display co-insurance in left sidebar when viewing a client's details

When viewing a client's details, display their co-insurance for their primary insurance in the left sidebar so I can quickly view that information without going to another tab.
Guest about 2 years ago in Clients & Groups 1 Future consideration

Make practice chat alert more prominent

It's difficult to tell I have a message from a colleague using the practice chat because the notification doesn't stand out enough.
Guest over 4 years ago in Messaging & Notifications 0 Future consideration

Edit email headings and subject line when sharing forms

When sharing forms with a client, the email they receive has a bold heading that reads "Hello [Preferred Name]" and static subject, but they cannot be edited. Allow me to edit them because I'm not sure if I've inserted a preferred name for all of ...
Andrea Cook over 4 years ago in Clients & Groups 1 Future consideration