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coloring lines to separate patients charts

It would be very helpful to alternate coloring between rows on the patient listing page. ( Ie line for pt 1 light blue, line for pt 2 white, line for pt 3 light blue line for pt line 4 white). They are spaced so close together and all the same col...
Guest about 5 years ago in Clients & Groups 0 Already exists

close

when closing a case, it would be great if you could sign a document that would lock it as closed. that way if there were issues in the future it'll be legally clear that it was signed and closed on that date.
Guest about 5 years ago in Notes & Cases 0 Already exists

New client can schedule appt from website

I would like for a NEW client to be able to add their basic information and schedule an appointment from a link on my website. It seems like they must be an existing client to be able to schedule this way.
Guest about 5 years ago in Calendar & Scheduling 0 Already exists

Delete case

Make another safety step so this is not easily done or make an option in staff permission, Therapist, a check box so they can not delete cases.
Guest about 5 years ago in Notes & Cases 0 Already exists

New Cleint Setup

I was thinking of allowing one "practice client" that created to go through a complete real life setup from beginning to the end (using office protocols) to fill out the areas that would be needed to establish a new client for training purposes. T...
Guest about 5 years ago in Clients & Groups 0 Already exists

Create warning when scheduling client with a therapist who is not assigned to the case

Our center has three administrators who are also therapists, a handful of therapists, plus our office manager who schedules clients. We would like to have an added warning come up when our office manager is accidentally scheduling a client with an...
Guest about 5 years ago in Calendar & Scheduling 0 Already exists

Block non-client events so I can't accidentally "Add" an appt on that day.

Color code days that we are not available.
Guest over 5 years ago in Calendar & Scheduling 0 Already exists

Service Type Customize

I would love to be able to add our CLIA to specific "Service Type" under the Organization - Service Type tabs that will not attach to other services in our practice. We have to add and remove the CLIA # from the Prior-Authorization tab in the Bill...
Guest over 5 years ago in Practice Management & Administration 0 Already exists

appointment made date

It would be helpful to be able to see when an appointment was scheduled and by whom (client request, or which staff member). This would make it easier to retrace steps when a mistake has been made, or when changes/updates to the schedule need to b...
Guest over 5 years ago in Calendar & Scheduling 0 Already exists

add batch appts

should be easier to add several appts to a client's list of apts. so time consuming to go back and list appts one by one. Could be super easy looking at the appointments tab for a client
Guest over 5 years ago in Calendar & Scheduling 0 Already exists